MERCER INVESTMENT SOLUTIONS LLC

CRD 155919File 801-72076

APPROVED

Custody

Filing as of Jun 12, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.17B

Top 25% of cohort (national)

Discretionary AUM

$2.16B

Non-discretionary $11.7M

Clients

11 accounts

Employees

Above cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Jan 11, 2011
Principal office: 1166 AVENUE OF THE AMERICAS, NEW YORK, NY, 10036
Phone: (212) 345-7000
Website: HTTP://WWW.SECOR-AM.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.17B
Discretionary AUM: $2.16B
Non-discretionary AUM: $11.7M
Discretionary accounts: 10
Non-discretionary accounts: 1
Total accounts: 11
AUM per client: $197.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$14.7M
Pooled investment vehicles	2	$833.3M
Pension and profit sharing plans	8	$1.32B

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Other (described) — PERCENTAGE OF TOTAL ASSETS; A PERCENTAGE OF NOTIONAL VALUE
Performance-based fees
A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
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.