Mercer Investments LLC
● SEC registered since 2005CRD 133449SEC# 801-63730Boston, MA
Ranks #64 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$226.04B
Fund GAV
$19.17B
Private funds
40
Employees
714
Accounts
1,417
Location
Boston, MA
Mercer Investments LLC assets under management
Mercer Investments 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. Mercer Investments LLC manages 40 private funds with combined gross assets of $19.2 billion, including Mercer Active Long Corporate Fixed Income Portfolio. By regulatory assets, it ranks 64 of 6,004 private fund managers.
Mercer Investments LLC private funds
40 funds · $19.17B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Mercer Active Long Corporate Fixed Income Portfolio | Other Private | $7.63B | — |
| Mercer Hedge Fund Investors SPC | Other Private | $1.41B | $1M |
| Mercer Private Investment Partners VII, LP | Private Equity | $1.28B | $3M |
See all 40 funds — unlock the full record.
Join to unlock · $37/moMercer Investments LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anne Marie Schultz Control | Chief Commercial Officer | Under 5% | 2025 |
| Brandi Lyn Wust Control | Chief Client Officer | Under 5% | 2025 |
| Caroline Locke Harrington Hulme Control | Secretary & Senior Counsel | Under 5% | 2021 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Mercer Investments LLC manage?
Mercer Investments LLC reports $226 billion in regulatory assets under management on its Form ADV.
How many private funds does Mercer Investments LLC manage?
Mercer Investments LLC manages 40 private funds with combined gross assets of $19.2 billion.
How many employees does Mercer Investments LLC have?
Mercer Investments LLC reports 714 employees.
Where is Mercer Investments LLC located?
Mercer Investments LLC is based in Boston, MA and has been SEC-registered since 2005.
Does Mercer Investments LLC disclose fund performance?
Mercer Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 99 High Street, Boston, MA 02110 |
| Phone | 617-747-9500 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1409728 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$226.04B▲ 1115494%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 1%
Larger than 99% of 16,271 advisers
AUM vs fund managersTop 1%
Larger than 99% of 6,004 private-fund managers
Number of fundsTop 5%
More funds than 95% of fund managers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$226.04Bregulatory AUM
Discretionary $220.29BNon-discretionary $5.75B
Fund type mix
Private Equity24
Other Private11
Hedge5
Service providers
Custodian
Administrator