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MERCER INVESTMENTS LLC
CRD 133449File 801-63730
APPROVED
Custody
Disclosure events
Filing as of Aug 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$226.04B
Top 10% of cohort (national)
Discretionary AUM
$220.29B
Non-discretionary $5.75B
Clients
1,387
1,417 accounts
Employees
714
Top 10% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 3, 2005
- Principal office
- 99 HIGH STREET, BOSTON, MA, 02110
- Phone
- 617-747-9500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $226.04B
- Discretionary AUM
- $220.29B
- Non-discretionary AUM
- $5.75B
- Discretionary accounts
- 1,407
- Non-discretionary accounts
- 10
- Total accounts
- 1,417
- AUM per client
- $163.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $15.5M |
| Non-U.S. persons | Fewer than 5 | $2.3M |
| Insurance companies | Fewer than 5 | $347.1M |
| Investment companies | 6 | $11.02B |
| Charitable organizations | 1,034 | $62.56B |
| Pooled investment vehicles | 35 | $9.89B |
| Pension and profit sharing plans | 312 | $139.87B |
| State or municipal government entities | Fewer than 5 | $483.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — A PERCENTAGE OF ASSETS UNDER ADVISORY SERVICES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11H2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 1407 | 1387 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.