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Private equityFirmfund of funds · probablemiddle market

Mercer Investments LLC

Private Equity

Boston, MA

Mercer is becoming Marsh. A new name. The same leading solutions across health and benefits, investments and retirement, and workforce and rewards.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:d3fa7038-9168-4426-be35-7e91f90510e9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 8:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 69
Dated events: 40
On other graphs: 4
Observed: Sep 13, 2026 to Sep 15, 2026
27 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Mercer Investments LLC

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

MERCER INVESTMENTS LLC

Registered adviser · shared crd

Allocatorsidentity

Mercer Investments LLC

Investment consultant · shared crd

Private Creditidentity

MERCER INVESTMENTS LLC

Private credit manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 23
PE funds: 21
Vintages: 2013 to 2026
PE GAV, 2024 filing: $4.2Bgross asset value on Form ADV; never dry powder
Regulatory AUM: $130B
Investments: 0
Active investments: 0
Size band: MIDDLE MARKETderivedproxy: $4.16bn Private Equity Fund GAV on the Form ADV filed 2024-07-15
Latest Form D: Apr 14, 2026
Latest ADV filing: Jul 15, 2024
Employees (ADV): 657
Website: mercer.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Mercer Private Investment Partners IX, LP	2026	Fundraising	n/a	$179M	n/a
SRPMIC Mercer Private Investments, LP	2025	Fundraising	n/a	$240M	n/a
Cais Mercer Private Equity Vintage Fund III LP	2024	Unknown	Private Equity Fund	n/a	$29.2M
Cais Mercer Private Equity Vintage Fund II LP	2023	Early deployment	Private Equity Fund	n/a	$41.3M
NP Mercer Private Equity Europe IV, LP	2022	Early deployment	Private Equity Fund	n/a	$76.5M
Cais Mercer Private Equity Vintage Fund I LP	2022	Early deployment	Private Equity Fund	n/a	$27.4M
Mercer Private Investment Partners VII, LP	2022	Early deployment	Private Equity Fund	n/a	$966M
NP Mercer Private Equity Europe III, LP	2021	Unknown	Private Equity Fund	n/a	$77.3M
NP Altius Private Equity Europe, LP	2021	Unknown	Private Equity Fund	n/a	$5.8M
ERS Private Equity International Fund II, L.P.	2021	Unknown	Private Equity Fund	n/a	$322M
ERS Private Equity International Fund I, L.P.	2021	Unknown	Private Equity Fund	n/a	$63.7M
NP Altius Private Equity Europe II, LP	2021	Unknown	Private Equity Fund	n/a	$119M
Altius Real Assets Fund L.P.	2021	Unknown	Private Equity Fund	n/a	$7.8M
Mercer Private Investment Partners VI, LP	2020	Successor fundraising	Private Equity Fund	n/a	$932M
SSG Private Solutions, LLC - Summit Strategies Coi Fund I, L.P.	2019	Mature	Private Equity Fund	n/a	$57.0M
Mercer Private Investment Partners V, LP	2017	Mature	Private Equity Fund	n/a	$580M
Mercer Pip III Natural Resources, LLC	2016	Unknown	Private Equity Fund	n/a	$0
Summit Private Capital, LLC - Series 2016	2016	Mature	Private Equity Fund	n/a	$40.4M
Mercer Private Investment Partners IV, LP	2015	Mature	Private Equity Fund	n/a	$342M
Mercer Private Investment Partners III (offshore), LP	2013	Harvest	Private Equity Fund	n/a	$290M
Mercer Private Investment Partners III, LP	2013	Harvest	Private Equity Fund	n/a	$129M
Mercer Private Investment Partners II, LP	n/a	Harvest	Private Equity Fund	n/a	$35.3M
Mercer Private Investment Partners, LP	n/a	Harvest	Private Equity Fund	n/a	$14.0M

Relationships

Firm member (1)

→ Mercer AlternativesFirmAnchor adviser
factDFX's own graph

Principal of (2)

→ Mercer Private Investment Partners IX, LPFundExecutive Officer
Apr 14, 2026 to presentinferenceForm D
→ SRPMIC Mercer Private Investments, LPFundExecutive Officer
Mar 17, 2026 to presentinferenceForm D

Manages (23)

→ Mercer Private Investment Partners IX, LPFundInferred from form d related person name
Apr 14, 2026 to presentinferenceForm D
→ SRPMIC Mercer Private Investments, LPFundInferred from form d related person name
Mar 17, 2026 to presentinferenceForm D
→ Mercer Private Investment Partners IV, LPFundPrivate Equity Fund
Mar 31, 2015 to presentfactForm ADV
→ Mercer Pip III Natural Resources, LLCFundPrivate Equity Fund
Mar 30, 2016 to presentfactForm ADV
→ Mercer Private Investment Partners V, LPFundPrivate Equity Fund
Mar 31, 2017 to presentfactForm ADV
→ Summit Private Capital, LLC - Series 2016FundPrivate Equity Fund
Mar 29, 2019 to presentfactForm ADV
→ SSG Private Solutions, LLC - Summit Strategies Coi Fund I, L.P.FundPrivate Equity Fund
Mar 29, 2019 to presentfactForm ADV
→ Mercer Private Investment Partners VI, LPFundPrivate Equity Fund
Mar 27, 2020 to presentfactForm ADV
→ Altius Real Assets Fund L.P.FundPrivate Equity Fund
Mar 31, 2021 to presentfactForm ADV
→ NP Altius Private Equity Europe, LPFundPrivate Equity Fund
Mar 31, 2021 to presentfactForm ADV
→ ERS Private Equity International Fund I, L.P.FundPrivate Equity Fund
Mar 31, 2021 to presentfactForm ADV
→ NP Altius Private Equity Europe II, LPFundPrivate Equity Fund
Mar 31, 2021 to presentfactForm ADV
→ NP Mercer Private Equity Europe III, LPFundPrivate Equity Fund
Mar 31, 2021 to presentfactForm ADV
→ ERS Private Equity International Fund II, L.P.FundPrivate Equity Fund
Mar 31, 2021 to presentfactForm ADV
→ NP Mercer Private Equity Europe IV, LPFundPrivate Equity Fund
Mar 31, 2022 to presentfactForm ADV
→ Mercer Private Investment Partners VII, LPFundPrivate Equity Fund
Mar 31, 2022 to presentfactForm ADV
→ Cais Mercer Private Equity Vintage Fund I LPFundPrivate Equity Fund
Mar 31, 2022 to presentfactForm ADV
→ Cais Mercer Private Equity Vintage Fund II LPFundPrivate Equity Fund
Mar 29, 2023 to presentfactForm ADV
→ Cais Mercer Private Equity Vintage Fund III LPFundPrivate Equity Fund
Mar 28, 2024 to presentfactForm ADV
→ Mercer Private Investment Partners III, LPFundPrivate Equity Fund
Apr 1, 2013 to presentfactForm ADV
→ Mercer Private Investment Partners III (offshore), LPFundPrivate Equity Fund
Mar 29, 2019 to presentfactForm ADV
→ Mercer Private Investment Partners, LPFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ Mercer Private Investment Partners II, LPFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV

Employs (39)

→ Marc David CordoverPersonPresident & Director
Dec 1, 2022 to presentfactForm ADV
→ Olaolu Olayinka AgangaPersonVice President & Chief Investment Officer
Jan 1, 2024 to presentfactForm ADV
→ Ferdinand Gerhard JahnelPersonTreasurer
Dec 1, 2015 to presentfactForm ADV
→ Stephen Michael GouthroPersonChief Operating Officer
Mar 1, 2019 to presentfactForm ADV
→ Raelan Marie RoscherPersonDirector & Global Alternatives Leader
Mar 1, 2020 to presentfactForm ADV
→ Caroline HulmePersonSecretary & Senior Counsel
Jul 1, 2021 to presentfactForm ADV
→ Tammy ChoePersonChief Compliance Officer
Mar 1, 2022 to presentfactForm ADV
→ Daniel L PercellaPersonTreasurer
Nov 1, 2004 to Mar 30, 2012inferenceForm ADV
→ Stanley Peter MavromatesPersonVice President & Chief Investment Officer, Delegated Solutions
Jul 1, 2012 to Jan 2, 2024inferenceForm ADV
→ Kenneth Brian CrottyPersonPresident
Nov 1, 2008 to Mar 30, 2012inferenceForm ADV
→ Andrew Francis BoylePersonDirector
Apr 1, 2009 to Mar 30, 2012inferenceForm ADV
→ Alan W. BielerPersonTreasurer
Jan 1, 2012 to Apr 1, 2013inferenceForm ADV
→ Wilson Smith BerglundPersonVice President
Jul 1, 2012 to Dec 2, 2013inferenceForm ADV
→ Dean Charles Anthony CheesemanPersonVice President
Jul 1, 2012 to Dec 6, 2013inferenceForm ADV
→ Adrianus H. P. J. van Den AkkerPersonVice President
Jul 1, 2012 to Dec 6, 2013inferenceForm ADV
→ Stephen Michael EwenPersonVice President
Jul 1, 2012 to Mar 31, 2014inferenceForm ADV
→ Harry B LeggatPersonVice President
Jul 1, 2012 to Mar 31, 2014inferenceForm ADV
→ Michael John ForestnerPersonVice President
Jul 1, 2012 to Mar 31, 2014inferenceForm ADV
→ David J McmillanPersonVice President
Jul 1, 2012 to Mar 31, 2014inferenceForm ADV
→ Anthony Wayne BrownPersonVice President
Jul 1, 2012 to Mar 31, 2014inferenceForm ADV
→ Manuel WeissPersonVice President
Jul 1, 2012 to Mar 31, 2014inferenceForm ADV
→ Lawrence VasquezPersonVice President
Dec 1, 2012 to Mar 31, 2014inferenceForm ADV
→ Milla KrasnopolskyPersonVice President
Jan 1, 2014 to Mar 31, 2014inferenceForm ADV
→ Mark James GilbertPersonChief Compliance Officer
Sep 1, 2011 to Mar 12, 2015inferenceForm ADV
→ Richard Scott JosephPersonChief Operating Officer
Jun 1, 2005 to Mar 30, 2016inferenceForm ADV
→ Helen Linn ShanPersonTreasurer
Apr 1, 2013 to Mar 30, 2016inferenceForm ADV
→ Robert E. PhayPersonChief Compliance Officer
May 1, 2016 to Jul 11, 2019inferenceForm ADV
→ Maureen Kim Kiefer-GoldenbergPersonChief Compliance Officer
Mar 1, 2016 to May 16, 2016inferenceForm ADV
→ Richard Langdon NuzumPersonDirector & President
Jun 1, 2008 to Jan 5, 2017inferenceForm ADV
→ Phillip J de CristoPersonDirector
Dec 1, 2011 to Jan 5, 2017inferenceForm ADV
and 9 more

Owns (2)

← Mercer (US) Inc.FirmSole Member
Mar 1, 2019 to presentfactForm ADV
← Marsh & Mclennan Companies, IncFirmShareholder
Feb 1, 1984 to presentfactForm ADV

Dated events

9 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Apr 14, 2026
Fund Form D filed
Mercer Private Investment Partners IX, LP filed Form D as a Private Equity Fund: offering $1,100,000,000; Form D amount sold $178,500,000; first sale 2026-03-31
Form Dobserved 6 days ago
$179M
Occurred
Jan 2, 2024
Person left
Stanley Peter Mavromates (Vice President & Chief Investment Officer, Delegated Solutions) no longer on Schedule A of Mercer Investments LLC
Form ADVobserved 6 days ago
Occurred
Jan 1, 2024
Person joined
Olaolu Olayinka Aganga joined Schedule A of Mercer Investments LLC as Vice President & Chief Investment Officer
Form ADVobserved 6 days ago
Occurred
Apr 28, 2023
Person left
Samantha Schutte Davidson (President & Director) no longer on Schedule A of Mercer Investments LLC
Form ADVobserved 6 days ago
Occurred
Jan 6, 2023
Person left
Christine Teresa Mahoney (Director) no longer on Schedule A of Mercer Investments LLC
Form ADVobserved 6 days ago
Occurred
Jan 6, 2023
Person left
Richard Langdon Nuzum (President & Director) no longer on Schedule A of Mercer Investments LLC
Form ADVobserved 6 days ago
Occurred
Dec 1, 2022
Person joined
Marc David Cordover joined Schedule A of Mercer Investments LLC as Director
Form ADVobserved 6 days ago
Occurred
Dec 1, 2022
Person joined
Samantha S Davidson joined Schedule A of Mercer Investments LLC as President & Director
Form ADVobserved 6 days ago
Occurred
Mar 31, 2022
Person left
Jennifer Joan Mortimer (Chief Compliance Officer) no longer on Schedule A of Mercer Investments LLC
Form ADVobserved 6 days ago
Occurred
Mar 1, 2022
Person joined
Tammy Choe joined Schedule A of Mercer Investments LLC as Chief Compliance Officer
Form ADVobserved 6 days ago
Occurred
Aug 12, 2021
Person left
Colin James Dean (Secretary & Global Chief Counsel - Investments) no longer on Schedule A of Mercer Investments LLC
Form ADVobserved 6 days ago
Occurred
Aug 12, 2021
Person left
Lisa Donoghue Phelan (Chief Compliance Officer) no longer on Schedule A of Mercer Investments LLC
Form ADVobserved 6 days ago
Occurred
Jul 1, 2021
Person joined
Jennifer Joan Mortimer joined Schedule A of Mercer Investments LLC as Chief Compliance Officer
Form ADVobserved 6 days ago
Occurred
Jul 1, 2021
Person joined
Caroline Hulme joined Schedule A of Mercer Investments LLC as Secretary & Senior Counsel
Form ADVobserved 6 days ago
Occurred
May 1, 2020
Person joined
Lisa Donoghue Phelan joined Schedule A of Mercer Investments LLC as Chief Compliance Officer
Form ADVobserved 6 days ago
Occurred
Mar 27, 2020
Person left
III Donn Knowlton Cox (Vice President, Director & Chief Investment Officer, Alternatives) no longer on Schedule A of Mercer Investments LLC
Form ADVobserved 6 days ago
Occurred
Mar 1, 2020
Person joined
Raelan Marie Roscher joined Schedule A of Mercer Investments LLC as Director & Global Alternatives Leader
Form ADVobserved 6 days ago
Occurred
Jul 11, 2019
Person left
Robert E Phay (Chief Compliance Officer) no longer on Schedule A of Mercer Investments LLC
Form ADVobserved 6 days ago
Occurred
Mar 29, 2019
Person left
Richard Scott Joseph (Director) no longer on Schedule A of Mercer Investments LLC
Form ADVobserved 6 days ago
Occurred
Mar 29, 2019
Person left
Jeremiah Michael France (Chief Operating Officer & Director) no longer on Schedule A of Mercer Investments LLC
Form ADVobserved 6 days ago
Occurred
Mar 1, 2019
Person joined
Stephen Michael Gouthro joined Schedule A of Mercer Investments LLC as Chief Operating Officer
Form ADVobserved 6 days ago
Occurred
Mar 1, 2019
Person joined
III Donn Knowlton Cox joined Schedule A of Mercer Investments LLC as Vice President, Director & Chief Investment Officer, Alternatives
Form ADVobserved 6 days ago
Occurred
Aug 27, 2018
Person left
Thomas Peter Murphy (President & Director) no longer on Schedule A of Mercer Investments LLC
Form ADVobserved 6 days ago
Occurred
Aug 1, 2018
Person joined
Christine Teresa Mahoney joined Schedule A of Mercer Investments LLC as Director
Form ADVobserved 6 days ago
Occurred
Aug 1, 2018
Person joined
Richard Langdon Nuzum joined Schedule A of Mercer Investments LLC as President & Director
Form ADVobserved 6 days ago
Occurred
Jun 28, 2017
Person left
Scott Michael Zoltowski (Secretary) no longer on Schedule A of Mercer Investments LLC
Form ADVobserved 6 days ago
Occurred
Jun 1, 2017
Person joined
Colin James Dean joined Schedule A of Mercer Investments LLC as Secretary
Form ADVobserved 6 days ago
Occurred
Jan 5, 2017
Person left
Phillip J de Cristo (Director) no longer on Schedule A of Mercer Investments LLC
Form ADVobserved 6 days ago
Occurred
Jan 1, 2017
Person joined
Richard Scott Joseph joined Schedule A of Mercer Investments LLC as Director
Form ADVobserved 6 days ago
Occurred
May 16, 2016
Person left
Maureen Kim Kiefer-Goldenberg (Chief Compliance Officer) no longer on Schedule A of Mercer Investments LLC
Form ADVobserved 6 days ago
Occurred
May 1, 2016
Person joined
Robert E Phay joined Schedule A of Mercer Investments LLC as Chief Compliance Officer
Form ADVobserved 6 days ago

Show 9 bookkeeping events

Occurred
Aug 11, 2026
Mercer Investments LLC: Private Equity Funds on Form ADV 21 (2024 extract) -> 24 (roster 2026-09-01)
Occurred
Mar 28, 2024
Cais Mercer Private Equity Vintage Fund III LP first reported on Form ADV by Mercer Investments LLC (Private Equity Fund), GAV $29,200,000
Occurred
Mar 29, 2023
Cais Mercer Private Equity Vintage Fund II LP first reported on Form ADV by Mercer Investments LLC (Private Equity Fund), GAV $32,105,440
Occurred
Mar 31, 2022
Cais Mercer Private Equity Vintage Fund I LP first reported on Form ADV by Mercer Investments LLC (Private Equity Fund), GAV $2,773,454
Occurred
Mar 31, 2022
NP Mercer Private Equity Europe IV, LP first reported on Form ADV by Mercer Investments LLC (Private Equity Fund), GAV $34,115,992
Occurred
Mar 31, 2022
Mercer Private Investment Partners VII, LP first reported on Form ADV by Mercer Investments LLC (Private Equity Fund)
Occurred
Mar 27, 2020
Mercer Private Investment Partners VI, LP first reported on Form ADV by Mercer Investments LLC (Private Equity Fund)
Occurred
Mar 29, 2019
Mercer Private Investment Partners III (offshore), LP first reported on Form ADV by Mercer Investments LLC (Private Equity Fund), GAV $609,296,497
Occurred
Mar 31, 2017
Mercer Private Investment Partners V, LP first reported on Form ADV by Mercer Investments LLC (Private Equity Fund)

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Marc David Cordover (President & Director), Olaolu Olayinka Aganga (Vice President & Chief Investment Officer), Ferdinand Gerhard Jahnel (Treasurer), Stephen Michael Gouthro (Chief Operating Officer), Raelan Marie Roscher (Director & Global Alternatives Leader), Caroline Hulme (Secretary & Senior Counsel), Tammy Choe (Chief Compliance Officer).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:d3fa7038-9168-4426-be35-7e91f90510e9
First observed: Sep 13, 2026
Last observed: Sep 15, 2026 5 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Mercer Investments LLC

Private Equity

Boston, MA

Mercer is becoming Marsh. A new name. The same leading solutions across health and benefits, investments and retirement, and workforce and rewards.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:d3fa7038-9168-4426-be35-7e91f90510e9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 8:37 AM UTC and rebuilt at most every 15 minutes.