DFX Intelligence

Data Factory

RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM over $100B

MERCER INVESTMENTS LLC

CRD 133449

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4b97b780-6ca1-0bd7-0d55-9a00c69697bd

Data as of Aug 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 74
Dated events: 26
On other graphs: 4
Observed: Nov 25, 2011 to Aug 11, 2026
61 observations

Across DFX

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

Private Equityidentity

Mercer Investments LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Mercer Investments LLC

Capital provider to sponsors · 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

Firm class: institutional managerderivedprivate_client_share=0.0 fund_share=0.09 institutional_share=0.9 related_bd=true related_bank=true bd_reps=65.0
Regulatory AUM: $226BItem 5.F on the latest filing (2026-08-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $220B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 714
Advisory employees: 662
Offices: 25Schedule D 1.F, beyond the principal office
Accounts: 1,417
Private funds: 40Schedule D 7.B(1)
Custody, client assets: $93B
SEC number: 801-63730
CIK: 1409728
CRD: 133449
Filings on the tape: 61
First filed: Nov 25, 2011
Latest filed: Aug 11, 2026
Organised: Limited Liability Company, DE

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31; showing 25 of 55

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
MERCER ACTIVE LONG CORPORATE FIXED INCOME PORTFOLIO	Other Private Fund	$6.9B	Jul 15, 2024	124	Mar 30, 2012	reported	021-163575
MERCER REDSTONE BALANCED FUND	Other Private Fund	$1.6B	Apr 17, 2015	1	Mar 30, 2012	dropped	021-155145
MERCER HEDGE FUND INVESTORS SPC	Other Private Fund	$1.5B	Jul 15, 2024	61	Mar 30, 2012	reported	021-102856
MERCER SONOCO INVESTMENT FUND	Other Private Fund	$1.3B	Nov 3, 2021	1	Mar 31, 2015	dropped	021-235575
MERCER PRIVATE INVESTMENT PARTNERS VII, LP	Private Equity Fund	$966M	Jul 15, 2024	85	Mar 31, 2022	reported	021-444970
MERCER PRIVATE INVESTMENT PARTNERS VI, LP	Private Equity Fund	$932M	Jul 15, 2024	63	Mar 27, 2020	reported	021-365054
MERCER DIOCESE OF BROOKLYN GROWTH STRATEGY	Other Private Fund	$843M	Jul 15, 2024	1	Mar 30, 2016	reported	021-247586
MERCER PRIVATE INVESTMENT PARTNERS III (OFFSHORE), LP	Private Equity Fund	$646M	Apr 14, 2015	26	Apr 1, 2013	dropped	n/a
MERCER SUNOCO INVESTMENT PORTFOLIO	Other Private Fund	$592M	Apr 17, 2015	1	Mar 30, 2012	dropped	021-169499
MERCER PRIVATE INVESTMENT PARTNERS V, LP	Private Equity Fund	$580M	Jul 15, 2024	45	Mar 31, 2017	reported	021-302448
MERCER AUDAX CREDIT FEEDER FUND, LP	Other Private Fund	$401M	Jul 15, 2024	6	Mar 29, 2019	reported	n/a
MERCER FFTC US EQUITY INVESTMENT PORTFOLIO LLC	Hedge Fund	$381M	Jul 15, 2024	7	Mar 29, 2019	reported	021-320336
MERCER PRIVATE INVESTMENT PARTNERS IV, LP	Private Equity Fund	$342M	Jul 15, 2024	34	Mar 31, 2015	reported	021-247724
ERS PRIVATE EQUITY INTERNATIONAL FUND II, L.P.	Private Equity Fund	$322M	Jul 15, 2024	11	Mar 30, 2015	reported	n/a
MERCER BUYOUT-READY FUND	Other Private Fund	$306M	Jul 15, 2024	1	Mar 30, 2018	reported	021-288804
MERCER ARES CREDIT FEEDER FUND LP	Other Private Fund	$291M	Jul 15, 2024	4	Mar 29, 2019	reported	n/a
MERCER PRIVATE INVESTMENT PARTNERS III (OFFSHORE), LP	Private Equity Fund	$290M	Jul 15, 2024	22	Mar 29, 2019	reported	n/a
MERCER REDSTONE TOTAL RETURN FUND	Other Private Fund	$239M	Apr 17, 2015	2	Mar 30, 2012	dropped	021-164316
MERCER ARINC INVESTMENT PORTFOLIO	Other Private Fund	$230M	Feb 6, 2014	1	Mar 30, 2012	dropped	n/a
MERCER STRATEGIC SOLUTIONS, LLC - FIXED INCOME SERIES	Other Private Fund	$221M	Jun 30, 2020	20	Apr 1, 2013	dropped	021-184253
MERCER STRATEGIC SOLUTIONS, LLC - INTERNATIONAL EQUITY SERIES	Other Private Fund	$220M	Jul 15, 2024	12	Apr 1, 2013	reported	021-184253
MERCER DIOCESE OF BROOKLYN RISK REDUCTION STRATEGY	Other Private Fund	$200M	Jul 15, 2024	1	Mar 30, 2016	reported	021-247589
MERCER FFTC US FIXED INCOME INVESTMENT PORTFOLIO LLC	Hedge Fund	$193M	Jul 15, 2024	7	Mar 29, 2019	reported	021-321538
MERCER FFTC NON-US EQUITY INVESTMENT PORTFOLIO LLC	Hedge Fund	$182M	Jul 15, 2024	7	Mar 29, 2019	reported	021-321531
MERCER REDSTONE MID CAP GROWTH FUND	Other Private Fund	$150M	Apr 17, 2015	1	Mar 30, 2012	dropped	021-167423

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
AGANGA, OLAOLU, OLAYINKA	VICE PRESIDENT & CHIEF INVESTMENT OFFICER	Na	yes	01/2024	Jan 2, 2024	Jul 15, 2024
Cordover, Marc, David	PRESIDENT & DIRECTOR	Na	yes	12/2022	Jan 6, 2023	Jul 15, 2024
GOUTHRO, STEPHEN, MICHAEL	CHIEF OPERATING OFFICER	Na	yes	03/2019	Mar 29, 2019	Jul 15, 2024
HULME, CAROLINE, LOCKE HARRINGTON	SECRETARY & SENIOR COUNSEL	Na	yes	07/2021	Aug 12, 2021	Jul 15, 2024
Jahnel, Ferdinand, Gerhard	Treasurer	Na	yes	12/2015	Mar 30, 2016	Jul 15, 2024
LAMBERT, RAELAN, MARIE	DIRECTOR & GLOBAL ALTERNATIVES LEADER	Na	yes	03/2020	Mar 27, 2020	Jul 15, 2024
MARSH & MCLENNAN COMPANIES, INC.	Shareholder	E	yes	02/1984	Nov 25, 2011	Jul 15, 2024
MERCER (US) LLC	SOLE MEMBER	E	yes	03/2019	Jan 6, 2023	Jul 15, 2024
CHOE, TAMMY, YOO	CHIEF COMPLIANCE OFFICER	Na	no	03/2022	Mar 31, 2022	Jul 15, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page; showing 40 of 50

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MMA ASSET MANAGEMENT LLC	n/a	Mixed wealth	$788M	N	yes	n/a
MMA SECURITIES LLC	n/a	No RAUM reported	$0	N	yes	n/a
ALTIUS ASSOCIATES GP LIMITED	n/a	n/a	n/a	N	yes	n/a
ALTIUS ASSOCIATES SPECIAL PARTNER GP LIMITED	n/a	n/a	n/a	N	yes	n/a
ALTIUS CLIENT (GP) II LLC	n/a	n/a	n/a	Y	yes	n/a
ALTIUS CLIENT (GP) LLC	n/a	n/a	n/a	Y	yes	n/a
ALTIUS CLIENT GP JP, LP	n/a	n/a	n/a	Y	yes	n/a
ALTIUS CLIENT JP LIMITED	n/a	n/a	n/a	Y	yes	n/a
ALTIUS REAL ASSETS (GP) LLC	n/a	n/a	n/a	Y	yes	n/a
ALTIUS REAL ASSETS MANAGEMENT S.A.R.L.	n/a	n/a	n/a	N	yes	n/a
GARD FUND GENERAL PARTNER S.A.R.L.	n/a	n/a	n/a	N	yes	n/a
HAPIP 2009 GP, LLC	n/a	n/a	n/a	Y	yes	n/a
HAPIP GP, LLC	n/a	n/a	n/a	Y	yes	n/a
KFAS GP S.A.R.L.	n/a	n/a	n/a	N	yes	n/a
MARLEY ETERNIT FUND GENERAL PARTNER S.A.R.L.	n/a	n/a	n/a	N	yes	n/a
MARSH LLC	n/a	n/a	n/a	N	yes	n/a
MERCER (CANADA) LIMITED	n/a	n/a	n/a	N	yes	n/a
MERCER (JAPAN) LTD	n/a	n/a	n/a	N	yes	n/a
MERCER (N.Z) LTD	n/a	n/a	n/a	N	yes	n/a
MERCER (US) LLC	n/a	n/a	n/a	Y	yes	n/a
MERCER ALTERNATIVES (LUXEMBOURG) S.A.R.L.	n/a	n/a	n/a	N	yes	n/a
MERCER ALTERNATIVES AG	n/a	n/a	n/a	N	yes	n/a
MERCER ALTERNATIVES LIMITED	n/a	n/a	n/a	N	yes	n/a
MERCER CONSULTING (AUSTRALIA) PTY LTD	n/a	n/a	n/a	N	yes	n/a
MERCER GLOBAL INVESTMENTS CANADA LIMITED	n/a	n/a	n/a	N	yes	n/a
MERCER GLOBAL INVESTMENTS EUROPE LIMITED	n/a	n/a	n/a	N	yes	n/a
MERCER GLOBAL REAL ESTATE SELECT GP LLC	n/a	n/a	n/a	N	yes	n/a
MERCER HEALTH & BENEFITS LLC	n/a	n/a	n/a	N	yes	n/a
MERCER INFRASTRUCTURE GENERAL PARTNER S.A.R.L.	n/a	n/a	n/a	N	yes	n/a
MERCER INVESTMENT SOLUTIONS (SINGAPORE) PTE. LTD.	n/a	n/a	n/a	N	yes	n/a
MERCER INVESTMENTS (AUSTRALIA) LIMITED	n/a	n/a	n/a	N	yes	n/a
MERCER INVESTMENTS (HK) LIMITED	n/a	n/a	n/a	N	yes	n/a
MERCER INVESTMENTS (JAPAN) LIMITED	n/a	n/a	n/a	N	yes	n/a
MERCER LIMITED	n/a	n/a	n/a	N	yes	n/a
MERCER PE GENERAL PARTNER S.A.R.L.	n/a	n/a	n/a	N	yes	n/a
MERCER PRIVATE INVESTMENT PARTNERS IV GENERAL PARTNER S.A.R.L.	n/a	n/a	n/a	N	yes	n/a
MERCER PRIVATE INVESTMENT PARTNERS V GENERAL PARTNER S.A.R.L.	n/a	n/a	n/a	N	yes	n/a
MERCER PRIVATE INVESTMENT PARTNERS VI GENERAL PARTNER S.A.R.L.	n/a	n/a	n/a	N	yes	n/a
MERCER PRIVATE INVESTMENT PARTNERS VII GENERAL PARTNER S.A R.L.	n/a	n/a	n/a	N	yes	n/a
MERCER PRIVATE INVESTMENT PARTNERS VIII GENERAL PARTNER S.A.R.L.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
ST. LOUIS	Mo	United States	100	no
Chicago	IL	United States	78	no
NEW YORK	NY	United States	64	no
Atlanta	Ga	United States	43	no
Norwalk	Ct	United States	25	no
Minneapolis	Mn	United States	24	no
Seattle	Wa	United States	21	no
Richmond	Va	United States	17	no
Denver	Co	United States	16	no
RANCHO CORDOVA	CA	United States	14	no
LOS ANGELES	CA	United States	11	no
Washington	Dc	United States	11	no
Dallas	TX	United States	11	no
Tampa	FL	United States	9	no
Philadelphia	Pa	United States	9	no
Pittsburgh	Pa	United States	8	no
Irvine	CA	United States	7	no
Charlotte	Nc	United States	7	no
Houston	TX	United States	5	no
Hartford	Ct	United States	4	no
KANSAS CITY	Mo	United States	4	no
Columbus	Oh	United States	4	no
Portland	Or	United States	4	no
SALT LAKE CITY	Ut	United States	4	no
Princeton	Nj	United States	3	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$226B	$220B	714	662	25	40	n/a
2024	Mar 31, 2025	$203B	$193B	771	710	25	40	n/a
2023	Mar 28, 2024	$130B	$123B	657	611	25	39	$16B
2022	Mar 29, 2023	$122B	$117B	674	603	25	39	$14B
2021	Mar 31, 2022	$147B	$143B	677	532	31	38	$16B
2020	Mar 31, 2021	$133B	$130B	647	500	31	36	$16B
2019	Mar 27, 2020	$115B	$110B	667	550	31	33	$14B
2018	Mar 29, 2019	$95B	$90B	675	543	31	33	$11B
2017	Mar 30, 2018	$78B	$77B	205	149	31	16	$8.1B
2016	Mar 31, 2017	$50B	$50B	176	129	n/a	15	$6.6B
2015	Mar 30, 2016	$54B	$54B	136	41	n/a	13	$5.9B
2014	Mar 31, 2015	$48B	$48B	84	19	n/a	16	$8.1B
2013	Mar 31, 2014	$41B	$41B	85	15	n/a	15	$6.3B
2012	Apr 1, 2013	$18B	$18B	82	12	n/a	17	$5.3B
2011	Apr 30, 2012	$15B	$15B	n/a	n/a	n/a	14	$1.2B

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$226B	$203B	11.6%	$122B	22.7%	714	771	25	25

Relationships

Affiliated with (10)

→ MMC SECURITIES LLCRegistered adviserbroker-dealer, common control
factForm ADV
→ MMA ASSET MANAGEMENT LLCRegistered adviserother investment adviser, common control
factForm ADV
→ MMA SECURITIES LLCRegistered adviserother investment adviser, broker-dealer, common control
factForm ADV
← MMA ASSET MANAGEMENT LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, common control
factForm ADV
← MMA SECURITIES LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, common control
factForm ADV
← PRECEPT ADVISORY GROUP LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, common control
factForm ADV
← MERCER ALTERNATIVES LIMITEDRegistered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, common control
factForm ADV
← MMC SECURITIES LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, common control
factForm ADV
← MERCER INVESTMENT CONSULTING LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, common control
factForm ADV
← HAMMOND ASSOCIATES, D/B/A MERCER INVESTMENT CONSULTINGRegistered adviserother investment adviser
factForm ADV

Advises (55)

→ MERCER PRIVATE INVESTMENT PARTNERS VI, LPPrivate fundPrivate Equity Fund, IA
Mar 27, 2020 to presentfactForm ADV
→ MERCER AUDAX CREDIT FEEDER FUND, LPPrivate fundOther Private Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ NP MERCER PRIVATE EQUITY EUROPE IV, LPPrivate fundPrivate Equity Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ NP ALTIUS PRIVATE EQUITY EUROPE, LPPrivate fundPrivate Equity Fund, IA
Mar 29, 2018 to presentfactForm ADV
→ SUMMIT STRATEGIES COI FUND I, L.P.Private fundPrivate Equity Fund, IA
Mar 28, 2016 to presentfactForm ADV
→ MERCER FFTC US FIXED INCOME INVESTMENT PORTFOLIO LLCPrivate fundHedge Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ SUMMIT PRIVATE CAPITAL, LLCPrivate fundPrivate Equity Fund, IA
Nov 15, 2016 to presentfactForm ADV
→ MERCER PRIVATE INVESTMENT PARTNERS II, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ MERCER PHOENIX INVESTMENT PORTFOLIOPrivate fundOther Private Fund, IA
Apr 1, 2013 to presentfactForm ADV
→ NP ALTIUS PRIVATE EQUITY EUROPE II, LPPrivate fundPrivate Equity Fund, IA
Mar 29, 2018 to presentfactForm ADV
→ MERCER HEDGE FUND INVESTORS SPCPrivate fundOther Private Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ MERCER GLOBAL OPPORTUNITIES LTDPrivate fundOther Private Fund, IA
Mar 31, 2017 to presentfactForm ADV
→ MERCER GLOBAL MULTI-ASSET FUND, LLCPrivate fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ MERCER ARES CREDIT FEEDER FUND LPPrivate fundOther Private Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ MERCER BUYOUT-READY FUNDPrivate fundOther Private Fund, IA
Mar 30, 2018 to presentfactForm ADV
→ MERCER PRIVATE INVESTMENT PARTNERS V, LPPrivate fundPrivate Equity Fund, IA
Mar 31, 2017 to presentfactForm ADV
→ MERCER DOMESTIC HEDGE FUND INVESTORS, LLCPrivate fundOther Private Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ MERCER HEDGING STRATEGIES LTDPrivate fundHedge Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ MERCER PIP III NATURAL RESOURCES, LLCPrivate fundPrivate Equity Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ ALTIUS REAL ASSETS FUND L.P.Private fundPrivate Equity Fund, IA
Mar 31, 2014 to presentfactForm ADV
→ MERCER DIOCESE OF BROOKLYN GROWTH STRATEGYPrivate fundOther Private Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ MERCER PRIVATE INVESTMENT PARTNERS IV, LPPrivate fundPrivate Equity Fund, IA
Mar 31, 2015 to presentfactForm ADV
→ ERS PRIVATE EQUITY INTERNATIONAL FUND I, L.P.Private fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ ERS PRIVATE EQUITY INTERNATIONAL FUND II, L.P.Private fundPrivate Equity Fund, IA
Mar 30, 2015 to presentfactForm ADV
→ MERCER FFTC HEDGE FUND INVESTORS LTDPrivate fundOther Private Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ MERCER PRIVATE INVESTMENT PARTNERS VII, LPPrivate fundPrivate Equity Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ MERCER PRIVATE INVESTMENT PARTNERS, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ CAIS MERCER PRIVATE EQUITY VINTAGE FUND I LPPrivate fundPrivate Equity Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ MERCER FFTC US EQUITY INVESTMENT PORTFOLIO LLCPrivate fundHedge Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ MERCER DIOCESE OF BROOKLYN RISK REDUCTION STRATEGYPrivate fundOther Private Fund, IA
Mar 30, 2016 to presentfactForm ADV
and 25 more

Controls (8)

← LAMBERT, RAELAN, MARIEOwnerDIRECTOR & GLOBAL ALTERNATIVES LEADER, ownership code NA, individual
Mar 27, 2020 to Jul 15, 2024factForm ADV
← AGANGA, OLAOLU, OLAYINKAOwnerVICE PRESIDENT & CHIEF INVESTMENT OFFICER, ownership code NA, individual
Jan 2, 2024 to Jul 15, 2024factForm ADV
← Jahnel, Ferdinand, GerhardOwnerTREASURER, ownership code NA, individual
Mar 30, 2016 to Jul 15, 2024factForm ADV
← GOUTHRO, STEPHEN, MICHAELOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 29, 2019 to Jul 15, 2024factForm ADV
← HULME, CAROLINE, LOCKE HARRINGTONOwnerSECRETARY & SENIOR COUNSEL, ownership code NA, individual
Aug 12, 2021 to Jul 15, 2024factForm ADV
← Cordover, Marc, DavidOwnerPRESIDENT & DIRECTOR, ownership code NA, individual
Jan 6, 2023 to Jul 15, 2024factForm ADV
← MARSH & MCLENNAN COMPANIES, INC.OwnerSHAREHOLDER, ownership code E, domestic entity
Nov 25, 2011 to Jul 15, 2024factForm ADV
← MERCER (US) LLCOwnerSOLE MEMBER, ownership code E, domestic entity
Jan 6, 2023 to Jul 15, 2024factForm ADV

Owns (1)

← CHOE, TAMMY, YOOOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 31, 2022 to Jul 15, 2024factForm ADV

Dated events

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

Occurred
Mar 31, 2025
Regulatory AUM changed
Mercer Investments Llc reported RAUM $202.6B, up 56% from $129.8B (2024-07-15 to 2025-03-31)
Form ADVobserved 5 days ago
$72.8B
Occurred
Jan 2, 2024
Control person left
Peter Stanley Mavromates (Vice President & Chief Investment Officer, Delegated Solutions) no longer on Schedule A of Mercer Investments Llc (listed 2023-07-24, absent 2024-01-02)
Form ADVobserved 5 days ago
Occurred
Jan 2, 2024
Control person joined
Olayinka Olaolu Aganga (Vice President & Chief Investment Officer) appeared on Schedule A of Mercer Investments Llc
Form ADVobserved 5 days ago
Occurred
Apr 28, 2023
Control person left
Schutte Samantha Davidson (President & Director) no longer on Schedule A of Mercer Investments Llc (listed 2023-04-19, absent 2023-04-28)
Form ADVobserved 5 days ago
Occurred
Jan 6, 2023
Control person left
Langdon Richard Nuzum (President & Director) no longer on Schedule A of Mercer Investments Llc (listed 2022-10-10, absent 2023-01-06)
Form ADVobserved 5 days ago
Occurred
Jan 6, 2023
Control person left
Teresa Christine Mahoney (Director) no longer on Schedule A of Mercer Investments Llc (listed 2022-10-10, absent 2023-01-06)
Form ADVobserved 5 days ago
Occurred
Jan 6, 2023
Control person joined
S Samantha Davidson (President & Director) appeared on Schedule A of Mercer Investments Llc
Form ADVobserved 5 days ago
Occurred
Jan 6, 2023
Control person joined
David Marc Cordover (Director) appeared on Schedule A of Mercer Investments Llc
Form ADVobserved 5 days ago
Occurred
Mar 31, 2022
Control person left
Joan Jennifer Mortimer (Chief Compliance Officer) no longer on Schedule A of Mercer Investments Llc (listed 2021-11-03, absent 2022-03-31)
Form ADVobserved 5 days ago
Occurred
Aug 12, 2021
Control person left
James Colin Dean (Secretary & Global Chief Counsel - Investments) no longer on Schedule A of Mercer Investments Llc (listed 2021-03-31, absent 2021-08-12)
Form ADVobserved 5 days ago
Occurred
Aug 12, 2021
Control person left
Donoghue Lisa Phelan (Chief Compliance Officer) no longer on Schedule A of Mercer Investments Llc (listed 2021-03-31, absent 2021-08-12)
Form ADVobserved 5 days ago
Occurred
Aug 12, 2021
Control person joined
Joan Jennifer Mortimer (Chief Compliance Officer) appeared on Schedule A of Mercer Investments Llc
Form ADVobserved 5 days ago
Occurred
Aug 12, 2021
Control person joined
Caroline Hulme (Secretary & Senior Counsel) appeared on Schedule A of Mercer Investments Llc
Form ADVobserved 5 days ago
Occurred
May 5, 2020
Control person left
Joan Jennifer Mortimer (Chief Compliance Officer) no longer on Schedule A of Mercer Investments Llc (listed 2020-03-27, absent 2020-05-05)
Form ADVobserved 5 days ago
Occurred
May 5, 2020
Control person joined
Donoghue Lisa Phelan (Chief Compliance Officer) appeared on Schedule A of Mercer Investments Llc
Form ADVobserved 5 days ago
Occurred
Mar 27, 2020
Control person joined
Marie Raelan Roscher (Director & Global Alternatives Leader) appeared on Schedule A of Mercer Investments Llc
Form ADVobserved 5 days ago
Occurred
Mar 27, 2020
Control person left
Knowlton Donn Iii Cox (Vice President, Director & Chief Investment Officer, Alternatives) no longer on Schedule A of Mercer Investments Llc (listed 2019-12-05, absent 2020-03-27)
Form ADVobserved 5 days ago
Occurred
Jul 11, 2019
Control person joined
Joan Jennifer Mortimer (Chief Compliance Officer) appeared on Schedule A of Mercer Investments Llc
Form ADVobserved 5 days ago
Occurred
Jul 11, 2019
Control person left
E Robert Phay (Chief Compliance Officer) no longer on Schedule A of Mercer Investments Llc (listed 2019-06-12, absent 2019-07-11)
Form ADVobserved 5 days ago
Occurred
Mar 29, 2019
Succession filed (Item 4)
Mercer Investment Management, Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago
Occurred
Mar 29, 2019
Control person joined
Michael Stephen Gouthro (Chief Operating Officer) appeared on Schedule A of Mercer Investments Llc
Form ADVobserved 5 days ago
Occurred
Mar 29, 2019
Control person joined
Knowlton Donn Iii Cox (Vice President, Director & Chief Investment Officer, Alternatives) appeared on Schedule A of Mercer Investments Llc
Form ADVobserved 5 days ago
Occurred
Mar 29, 2019
Control person left
Michael Jeremiah France (Chief Operating Officer & Director) no longer on Schedule A of Mercer Investments Llc (listed 2018-12-18, absent 2019-03-29)
Form ADVobserved 5 days ago
Occurred
Mar 29, 2019
Control person left
Scott Richard Joseph (Director) no longer on Schedule A of Mercer Investments Llc (listed 2018-12-18, absent 2019-03-29)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2018
Regulatory AUM changed
Mercer Investments Llc reported RAUM $78.0B, up 55% from $50.3B (2017-06-28 to 2018-03-30)
Form ADVobserved 5 days ago
$27.7B

Show 1 bookkeeping events

Occurred
Mar 29, 2023
Mercer Investments Llc reported 25 offices beyond its principal office, down from 31 (2023-01-23 to 2023-03-29)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4b97b780-6ca1-0bd7-0d55-9a00c69697bd
First observed: Nov 25, 2011
Last observed: Aug 11, 2026 40 days ago
Source families: Federal regulator filings
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

CRD 133449

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4b97b780-6ca1-0bd7-0d55-9a00c69697bd

Data as of Aug 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:04 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

MERCER ACTIVE LONG CORPORATE FIXED INCOME PORTFOLIO

Other Private Fund

$6.9B

Jul 15, 2024

124

Mar 30, 2012

reported

021-163575

MERCER REDSTONE BALANCED FUND

Other Private Fund

$1.6B

Apr 17, 2015

Mar 30, 2012

dropped

021-155145

MERCER HEDGE FUND INVESTORS SPC

Other Private Fund

$1.5B

Jul 15, 2024

Mar 30, 2012

reported

021-102856

MERCER SONOCO INVESTMENT FUND

Other Private Fund

$1.3B

Nov 3, 2021

Mar 31, 2015

dropped

021-235575

MERCER PRIVATE INVESTMENT PARTNERS VII, LP

Private Equity Fund

$966M

Jul 15, 2024

Mar 31, 2022

reported

021-444970

MERCER PRIVATE INVESTMENT PARTNERS VI, LP

Private Equity Fund

$932M

Jul 15, 2024

Mar 27, 2020

reported

021-365054

MERCER DIOCESE OF BROOKLYN GROWTH STRATEGY

Other Private Fund

$843M

Jul 15, 2024

Mar 30, 2016

reported

021-247586

MERCER PRIVATE INVESTMENT PARTNERS III (OFFSHORE), LP

Private Equity Fund

$646M

Apr 14, 2015

Apr 1, 2013

dropped

n/a

MERCER SUNOCO INVESTMENT PORTFOLIO

Other Private Fund

$592M

Apr 17, 2015

Mar 30, 2012

dropped

021-169499

MERCER PRIVATE INVESTMENT PARTNERS V, LP

Private Equity Fund

$580M

Jul 15, 2024

Mar 31, 2017

reported

021-302448

MERCER AUDAX CREDIT FEEDER FUND, LP

Other Private Fund

$401M

Jul 15, 2024

Mar 29, 2019

reported

n/a

MERCER FFTC US EQUITY INVESTMENT PORTFOLIO LLC

Hedge Fund

$381M

Jul 15, 2024

Mar 29, 2019

reported

021-320336

MERCER PRIVATE INVESTMENT PARTNERS IV, LP

Private Equity Fund

$342M

Jul 15, 2024

Mar 31, 2015

reported

021-247724

ERS PRIVATE EQUITY INTERNATIONAL FUND II, L.P.

Private Equity Fund

$322M

Jul 15, 2024

Mar 30, 2015

reported

n/a

MERCER BUYOUT-READY FUND

Other Private Fund

$306M

Jul 15, 2024

Mar 30, 2018

reported

021-288804

MERCER ARES CREDIT FEEDER FUND LP

Other Private Fund

$291M

Jul 15, 2024

Mar 29, 2019

reported

n/a

MERCER PRIVATE INVESTMENT PARTNERS III (OFFSHORE), LP

Private Equity Fund

$290M

Jul 15, 2024

Mar 29, 2019

reported

n/a

MERCER REDSTONE TOTAL RETURN FUND

Other Private Fund

$239M

Apr 17, 2015

Mar 30, 2012

dropped

021-164316

MERCER ARINC INVESTMENT PORTFOLIO

Other Private Fund

$230M

Feb 6, 2014

Mar 30, 2012

dropped

n/a

MERCER STRATEGIC SOLUTIONS, LLC - FIXED INCOME SERIES

Other Private Fund

$221M

Jun 30, 2020

Apr 1, 2013

dropped

021-184253

MERCER STRATEGIC SOLUTIONS, LLC - INTERNATIONAL EQUITY SERIES

Other Private Fund

$220M

Jul 15, 2024

Apr 1, 2013

reported

021-184253

MERCER DIOCESE OF BROOKLYN RISK REDUCTION STRATEGY

Other Private Fund

$200M

Jul 15, 2024

Mar 30, 2016

reported

021-247589

MERCER FFTC US FIXED INCOME INVESTMENT PORTFOLIO LLC

Hedge Fund

$193M

Jul 15, 2024

Mar 29, 2019

reported

021-321538

MERCER FFTC NON-US EQUITY INVESTMENT PORTFOLIO LLC

Hedge Fund

$182M

Jul 15, 2024

Mar 29, 2019

reported

021-321531

MERCER REDSTONE MID CAP GROWTH FUND

Other Private Fund

$150M

Apr 17, 2015

Mar 30, 2012

dropped

021-167423

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AGANGA, OLAOLU, OLAYINKA

VICE PRESIDENT & CHIEF INVESTMENT OFFICER

yes

01/2024

Jan 2, 2024

Jul 15, 2024

Cordover, Marc, David

PRESIDENT & DIRECTOR

yes

12/2022

Jan 6, 2023

Jul 15, 2024

GOUTHRO, STEPHEN, MICHAEL

CHIEF OPERATING OFFICER

yes

03/2019

Mar 29, 2019

Jul 15, 2024

HULME, CAROLINE, LOCKE HARRINGTON

SECRETARY & SENIOR COUNSEL

yes

07/2021

Aug 12, 2021

Jul 15, 2024

Jahnel, Ferdinand, Gerhard

Treasurer

yes

12/2015

Mar 30, 2016

Jul 15, 2024

LAMBERT, RAELAN, MARIE

DIRECTOR & GLOBAL ALTERNATIVES LEADER

yes

03/2020

Mar 27, 2020

Jul 15, 2024

MARSH & MCLENNAN COMPANIES, INC.

Shareholder

yes

02/1984

Nov 25, 2011

Jul 15, 2024

MERCER (US) LLC

SOLE MEMBER

yes

03/2019

Jan 6, 2023

Jul 15, 2024

CHOE, TAMMY, YOO

CHIEF COMPLIANCE OFFICER

03/2022

Mar 31, 2022

Jul 15, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MMA ASSET MANAGEMENT LLC

n/a

Mixed wealth

$788M

yes

n/a

MMA SECURITIES LLC

n/a

No RAUM reported

yes

n/a

ALTIUS ASSOCIATES GP LIMITED

n/a

yes

n/a

ALTIUS ASSOCIATES SPECIAL PARTNER GP LIMITED

n/a

yes

n/a

ALTIUS CLIENT (GP) II LLC

n/a

yes

n/a

ALTIUS CLIENT (GP) LLC

n/a

yes

n/a

ALTIUS CLIENT GP JP, LP

n/a

yes

n/a

ALTIUS CLIENT JP LIMITED

n/a

yes

n/a

ALTIUS REAL ASSETS (GP) LLC

n/a

yes

n/a

ALTIUS REAL ASSETS MANAGEMENT S.A.R.L.

n/a

yes

n/a

GARD FUND GENERAL PARTNER S.A.R.L.

n/a

yes

n/a

HAPIP 2009 GP, LLC

n/a

yes

n/a

HAPIP GP, LLC

n/a

yes

n/a

KFAS GP S.A.R.L.

n/a

yes

n/a

MARLEY ETERNIT FUND GENERAL PARTNER S.A.R.L.

n/a

yes

n/a

MARSH LLC

n/a

yes

n/a

MERCER (CANADA) LIMITED

n/a

yes

n/a

MERCER (JAPAN) LTD

n/a

yes

n/a

MERCER (N.Z) LTD

n/a

yes

n/a

MERCER (US) LLC

n/a

yes

n/a

MERCER ALTERNATIVES (LUXEMBOURG) S.A.R.L.

n/a

yes

n/a

MERCER ALTERNATIVES AG

n/a

yes

n/a

MERCER ALTERNATIVES LIMITED

n/a

yes

n/a

MERCER CONSULTING (AUSTRALIA) PTY LTD

n/a

yes

n/a

MERCER GLOBAL INVESTMENTS CANADA LIMITED

n/a

yes

n/a

MERCER GLOBAL INVESTMENTS EUROPE LIMITED

n/a

yes

n/a

MERCER GLOBAL REAL ESTATE SELECT GP LLC

n/a

yes

n/a

MERCER HEALTH & BENEFITS LLC

n/a

yes

n/a

MERCER INFRASTRUCTURE GENERAL PARTNER S.A.R.L.

n/a

yes

n/a

MERCER INVESTMENT SOLUTIONS (SINGAPORE) PTE. LTD.

n/a

yes

n/a

MERCER INVESTMENTS (AUSTRALIA) LIMITED

n/a

yes

n/a

MERCER INVESTMENTS (HK) LIMITED

n/a

yes

n/a

MERCER INVESTMENTS (JAPAN) LIMITED

n/a

yes

n/a

MERCER LIMITED

n/a

yes

n/a

MERCER PE GENERAL PARTNER S.A.R.L.

n/a

yes

n/a

MERCER PRIVATE INVESTMENT PARTNERS IV GENERAL PARTNER S.A.R.L.

n/a

yes

n/a

MERCER PRIVATE INVESTMENT PARTNERS V GENERAL PARTNER S.A.R.L.

n/a

yes

n/a

MERCER PRIVATE INVESTMENT PARTNERS VI GENERAL PARTNER S.A.R.L.

n/a

yes

n/a

MERCER PRIVATE INVESTMENT PARTNERS VII GENERAL PARTNER S.A R.L.

n/a

yes

n/a

MERCER PRIVATE INVESTMENT PARTNERS VIII GENERAL PARTNER S.A.R.L.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

ST. LOUIS

United States

100

Chicago

United States

NEW YORK

United States

Atlanta

United States

Norwalk

United States

Minneapolis

United States

Seattle

United States

Richmond

United States

Denver

United States

RANCHO CORDOVA

United States

LOS ANGELES

United States

Washington

United States

Dallas

United States

Tampa

United States

Philadelphia

United States

Pittsburgh

United States

Irvine

United States

Charlotte

United States

Houston

United States

Hartford

United States

KANSAS CITY

United States

Columbus

United States

Portland

United States

SALT LAKE CITY

United States

Princeton

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$226B

$220B

714

662

n/a

2024

Mar 31, 2025

$203B

$193B

771

710

n/a

2023

Mar 28, 2024

$130B

$123B

657

611

$16B

2022

Mar 29, 2023

$122B

$117B

674

603

$14B

2021

Mar 31, 2022

$147B

$143B

677

532

$16B

2020

Mar 31, 2021

$133B

$130B

647

500

$16B

2019

Mar 27, 2020

$115B

$110B

667

550

$14B

2018

Mar 29, 2019

$95B

$90B

675

543

$11B

2017

Mar 30, 2018

$78B

$77B

205

149

$8.1B

2016

Mar 31, 2017

$50B

176

129

n/a

$6.6B

2015

Mar 30, 2016

$54B

136

n/a

$5.9B

2014

Mar 31, 2015

$48B

n/a

$8.1B

2013

Mar 31, 2014

$41B

n/a

$6.3B

2012

Apr 1, 2013

$18B

n/a

$5.3B

2011

Apr 30, 2012

$15B

n/a

$1.2B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$226B

$203B

11.6%

$122B

22.7%

714

771