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MERCER INVESTMENTS LLC
CRD 133449File 801-63730
APPROVED
Custody
Disclosure events
Filing as of Aug 11, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 1,407 | 1,387 | decreased by20 |
| Apr 1, 2026 | Employees | 771 | 714 | decreased by57 |
| Apr 1, 2026 | Clients | 1,464 | 1,407 | decreased by57 |
| Apr 1, 2026 | AUM | $202,619,396,821 | $226,040,693,134 | increased by$23,421,296,313 |
| Apr 1, 2026 | Accounts | 1,464 | 1,417 | decreased by47 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 677 | 771 | increased by94 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 426 | 1,464 | increased by1,038 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $147,482,352,780 | $202,619,396,821 | increased by$55,137,044,041 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 430 | 1,464 | increased by1,034 |
| Apr 1, 2022 | Employees | 647 | 677 | increased by30 |
| Apr 1, 2022 | Clients | 387 | 426 | increased by39 |
| Apr 1, 2022 | AUM | $133,101,361,411 | $147,482,352,780 | increased by$14,380,991,369 |
| Apr 1, 2022 | Accounts | 390 | 430 | increased by40 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MERCER INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MERCER INVESTMENTS” may also match similarly-named firms). Confirm identity against each filing.
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.