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Mercer Investment Solutions LLC

● SEC registered since 2011CRD 155919SEC# 801-72076New York, NY
Export (members)
Reg. AUM
$2.17B
Employees
38
Accounts
11
Location
New York, NY

About Mercer Investment Solutions

Secor Investment Management is associated with Mercer investment solutions, including outsourced CIO and manager research for institutional investors. It partners with pension plans, wealth managers, endowments, insurers, and related asset owners.
Summary based on the firm’s website.

Mercer Investment Solutions LLC assets under management

Mercer Investment Solutions LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2011. It reports $2.2 billion in regulatory assets under management and employs 38 people.

Mercer Investment Solutions LLC owners & executives

9 reported
NameTitleOwnershipSince
Dawn Drakeford ControlDirector Of FinanceUnder 5%2023
Matt Gillis ControlPresidentUnder 5%2026
Pattie Leigh Hand ControlChief Compliance OfficerUnder 5%2015
Secor Asset Management, LP ControlSole MemberOver 75%2026
Marsh & McLennan Companies, Inc. ControlSole MemberOver 75%1984
Marsh Mercer (US) LLC ControlSole MemberOver 75%2025
Marsh Mercer (US) LLC ControlSole MemberOver 75%2019
Mercer Investments Llc ControlLimited PartnerOver 75%2025
Mercer Secor GP LLC ControlGeneral Partner—2025

Frequently asked questions

How much does Mercer Investment Solutions LLC manage?

Mercer Investment Solutions LLC reports $2.2 billion in regulatory assets under management on its Form ADV.

How many employees does Mercer Investment Solutions LLC have?

Mercer Investment Solutions LLC reports 38 employees.

Where is Mercer Investment Solutions LLC located?

Mercer Investment Solutions LLC is based in New York, NY and has been SEC-registered since 2011.

Does Mercer Investment Solutions LLC disclose fund performance?

Mercer Investment Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1166 Avenue of the Americas, New York, NY 10036
Phone(212) 345-7000
Office hours8a.m.-5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$2.17BNo change
Mar '25 — $2.17BApr '25 — $2.17BMay '25 — $2.17BJun '25 — $2.17BJul '25 — $2.17BAug '25 — $2.17BSep '25 — $2.17BOct '25 — $2.17BNov '25 — $2.17BDec '25 — $2.17BJan '26 — $2.17BFeb '26 — $2.17BMar '26 — $2.17BApr '26 — $2.17BMay '26 — $2.17BJun '26 — $2.17BJul '26 — $2.17BAug '26 — $2.17BSep '26 — $2.17BOct '26 — $2.17B
Mar '25Form ADV, monthlyOct '26

How this firm compares

Regulatory AUMTop 21%
Larger than 79% of 16,389 advisers
EmployeesTop 15%
More than 85% of 16,799 advisers

Assets under management

$2.17Bregulatory AUM
Discretionary $2.16BNon-discretionary $11.7M