DFX Intelligence
Part of this page could not be read just now: plans advised, events, relationships and consultant readings. Those sections are not empty, they were not read. This is a fault on our side, not an answer about this record; reload the page to try again.
Segal Marco Advisors
OCIO
Advisory clients on the tape
186
Schedule C, ACFR
Public-system clients
1
ACFR and seeds
ADV institutional clients
84
filed Aug 6, 2026
ADV institutional RAUM
$44B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$13B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.89; discretionary RAUM $13B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
No advisory client relationship on the tape.
What changed
No dated events.