DFX Intelligence
Mercer Investment LLC
unclassified
unclassified
1 more advisory client and 8 more Schedule C rows
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Advisory clients on the tape
4
Schedule C, ACFR
Public-system clients
1
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
4 allocators
- Arizona State Retirement System Private equity consultantthrough Jun 30, 2025 ACFR
- Pension Plan for Bargaining Employees of Evraz Rocky Mountain Steel Investment adviser (plan)through Dec 31, 2022 Form 5500
- Pension Plan for Employees of Evraz Inc. Na Investment adviser (plan)through Dec 31, 2022 Form 5500
+1 more advisory client
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Other roles
1 allocator
- Kemper Corporation Pension Plan Actuarythrough Dec 31, 2022
Schedule C rows
11 rows, $1.9M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Pension Plan for Employees of Evraz Inc. Na | 2024 | 27 | NONE | $48,546 |
| Retirement Plan for Employees of Evraz Stratcor Inc. | 2024 | 27 | NONE | $33,538 |
| Kemper Corporation Pension Plan | 2023 | 11 17 50 | NONE | $226,775 |
+8 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
No dated events.