SEC-Registered Investment Adviser
Segal Marco Advisors
Legal name: Segal Advisors, INC.
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated August 6, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- October 2, 2002
- Principal office
- 66 Hudson Blvd E, New York, NY 10001-2192
- Organized as
- Corporation, NY
- Fiscal year end
- December
- Other offices
- 15
Scale
- Regulatory AUM
- $50.2B
- Discretionary / non-discretionary
- $12.9B / $37.2B
- Accounts
- 129
- Clients
- 654
- Employees
- 112, 103 in advisory roles
- Private funds advised
- 4
- Private fund gross assets
- $2.5B
- Fund types
- 4 other private funds
- Client assets in custody
- $47.3B (112 clients)
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting, selection of other advisers, publication of periodicals or newsletters, educational seminars or workshops and other advisory activities
- Compensated by
- a percentage of assets under management, hourly charges, fixed fees and other
- Client types
- pooled investment vehicles (4); pension and profit sharing plans (74); charitable organizations (4); state or municipal government entities (6); other (41)
- Related persons include
- another investment adviser, an insurance company or agency, a pension consultant and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 1 investment adviser
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (August 6, 2026). Item 11 covers the firm and its advisory affiliates.
In the directory
Related advisers
Is this your firm? Verified Profiles give managers a structured channel for corrections, additional disclosures, and right of reply, without changing AltStreet's independent research. Learn about verification →
Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.