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Marsh Investments US LLC

● SEC registered since 2005CRD 133449SEC# 801-63730Boston, MA
Export (members)
Ranks #64 of 5,980 private fund managers by regulatory AUM.
Reg. AUM
$226.04B
Fund GAV
$19.87B
Private funds
41
Employees
714
Accounts
1,417
Location
Boston, MA

Marsh Investments US LLC assets under management

Marsh Investments US LLC is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 2005. It reports $226 billion in regulatory assets under management and employs 714 people. Marsh Investments US LLC manages 41 private funds with combined gross assets of $19.9 billion, including Mercer Active Long Corporate Fixed Income Portfolio. By regulatory assets, it ranks 64 of 5,980 private fund managers.

Marsh Investments US LLC private funds

41 funds · $19.87B GAV
FundTypeGross assetsMin.
Mercer Active Long Corporate Fixed Income PortfolioOther Private$7.63B—
Mercer Hedge Fund Investors SPCOther Private$1.41B$1M
Mercer Private Investment Partners VII, LPPrivate Equity$1.28B$3M
Mercer Diocese of Brooklyn Growth StrategyOther Private$1.17B$1M
Mercer Private Investment Partners VI, LPPrivate Equity$1.07B$3M
Mercer Private Investment Partners VIII, LPPrivate Equity$1.05B$3M
Mars Evolution Fund SPCOther Private$703.3M$1M
Mercer Fftc US Equity Investment Portfolio LLCHedge$623M—
Mercer Private Investment Partners V, LPPrivate Equity$613.3M$3M
Mercer Nmsic Private Investments, LPPrivate Equity$583.3M—
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Marsh Investments US LLC owners & executives

12 reported
NameTitleOwnershipSince
Andrew Knox McDougall ControlChief Investment OfficerUnder 5%2026
Anne Marie Schultz ControlChief Commercial OfficerUnder 5%2025
Brandi Lyn Wust ControlChief Client OfficerUnder 5%2025
Caroline Locke Harrington Hulme ControlSecretary & Senior CounselUnder 5%2021
Ferdinand Gerhard Jahnel ControlTreasurerUnder 5%2015
Jon Daniel Gezotis ControlChief Operating OfficerUnder 5%2025
Marc David Cordover ControlPresident & DirectorUnder 5%2022
Marsh (mercer) (US) LLC ControlSole MemberOver 75%2019
Stephen Michael Gouthro ControlDirectorUnder 5%2019
Susan Alice Potter ControlDirectorUnder 5%2025
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Frequently asked questions

How much does Marsh Investments US LLC manage?

Marsh Investments US LLC reports $226 billion in regulatory assets under management on its Form ADV.

How many private funds does Marsh Investments US LLC manage?

Marsh Investments US LLC manages 41 private funds with combined gross assets of $19.9 billion.

How many employees does Marsh Investments US LLC have?

Marsh Investments US LLC reports 714 employees.

Where is Marsh Investments US LLC located?

Marsh Investments US LLC is based in Boston, MA and has been SEC-registered since 2005.

Does Marsh Investments US LLC disclose fund performance?

Marsh Investments US LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address99 High Street, Boston, MA 02110
Phone617-747-9500
Office hours9:00a.m. - 5:00p.m.
SEC regionBoston Regional Office (BRO)
CIK1409728
Discloses disciplinary historyYes

Regulatory AUM

$226.04B▲ 1115494%
Mar '25 — $20.3MApr '25 — $20.3MMay '25 — $20.3MJun '25 — $20.3MJul '25 — $20.3MAug '25 — $20.3MSep '25 — $20.3MOct '25 — $20.3MNov '25 — $20.3MDec '25 — $20.3MJan '26 — $202.62BFeb '26 — $202.62BMar '26 — $226.04BApr '26 — $226.04BMay '26 — $226.04BJun '26 — $226.04BJul '26 — $226.04BAug '26 — $226.04BSep '26 — $226.04BOct '26 — $226.04B
Mar '25Form ADV, monthlyOct '26

How this firm compares

Regulatory AUMTop 1%
Larger than 99% of 16,389 advisers
AUM vs fund managersTop 1%
Larger than 99% of 5,980 private-fund managers
Number of fundsTop 5%
More funds than 95% of fund managers
EmployeesTop 1%
More than 99% of 16,799 advisers

Assets under management

$226.04Bregulatory AUM
Discretionary $220.29BNon-discretionary $5.75B

Fund type mix

Private Equity24
Other Private12
Hedge5

Service providers