SEC-Registered Investment Adviser
Mercer Investments LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated August 11, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- January 3, 2005
- Principal office
- 99 High Street, Boston, MA 02110
- Organized as
- Limited Liability Company, DE
- Fiscal year end
- December
- Other offices
- 25
Scale
- Regulatory AUM
- $226.0B
- Discretionary / non-discretionary
- $220.3B / $5.8B
- Attributable to non-US clients
- $3.1B
- Accounts
- 1,417
- Clients
- 991
- Employees
- 714, 662 in advisory roles
- Private funds advised
- 40
- Private fund gross assets
- $19.2B
- Fund types
- 5 hedge funds, 24 private equity funds, 11 other private funds
- Client assets in custody
- $93.0B (191 clients)
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for individuals and small businesses, portfolio management for investment companies, 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, performance-based fees and other
- Client types
- investment companies (6); pooled investment vehicles (35); pension and profit sharing plans (312); charitable organizations (1,034); state or municipal government entities; insurance companies; sovereign wealth funds and foreign official institutions; corporations or other businesses; other (20)
- Also engaged as
- commodity pool operator or commodity trading advisor
- Related persons include
- a broker-dealer, another investment adviser, a commodity pool operator or commodity trading advisor, a trust company, an insurance company or agency, a pension consultant and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 1 broker-dealer, 8 investment advisers
Form ADV Item 11 disclosures
The firm answered yes to the following Item 11 questions. The answers cover the firm and its advisory affiliates; the Disclosure Reporting Pages on IAPD identify the subject and the outcome.
- civil proceeding pending (Item 11H(2))
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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.