Segal Advisors, Inc.
● SEC registered since 2002CRD 114687SEC# 801-61280New York, NY
Ranks #285 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$50.15B
Fund GAV
$2.47B
Private funds
4
Employees
112
Accounts
129
Location
New York, NY
Segal Advisors, Inc. assets under management
Segal Advisors, Inc. is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2002. It reports $50.2 billion in regulatory assets under management and employs 112 people. Segal Advisors, Inc. manages 4 private funds with combined gross assets of $2.5 billion, including Equity Group Trust (a Trust Within the Marco Consulting Group Trust 1). By regulatory assets, it ranks 285 of 6,004 private fund managers.
Segal Advisors, Inc. private funds
4 funds · $2.47B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Equity Group Trust (a Trust Within the Marco Consulting Group Trust 1) | Other Private | $1.01B | — |
| Fixed Income Group Trust (a Fund Within the Marco Group Trust 1) | Other Private | $962.9M | — |
| Rcts Emerging Markets Equity Portfolio | Other Private | $478.7M | $5M |
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Join to unlock · $37/moSegal Advisors, Inc. owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aldwin Pascua Frias | Director | Under 5% | 2022 |
| Amy Cook Forebaugh Control | Chief Compliance Officer | Under 5% | 2025 |
| Andrew D Sherman | Director | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Segal Advisors, Inc. manage?
Segal Advisors, Inc. reports $50.2 billion in regulatory assets under management on its Form ADV.
How many private funds does Segal Advisors, Inc. manage?
Segal Advisors, Inc. manages 4 private funds with combined gross assets of $2.5 billion.
How many employees does Segal Advisors, Inc. have?
Segal Advisors, Inc. reports 112 employees.
Where is Segal Advisors, Inc. located?
Segal Advisors, Inc. is based in New York, NY and has been SEC-registered since 2002.
Does Segal Advisors, Inc. disclose fund performance?
Segal Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 66 Hudson Blvd E, New York, NY 10001-2192 |
| Phone | 212-251-5900 |
| Fax | 212-208-4564 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$50.15B▲ 34%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 3%
Larger than 97% of 16,271 advisers
AUM vs fund managersTop 5%
Larger than 95% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 6%
More than 94% of 16,825 advisers
Assets under management
$50.15Bregulatory AUM
Discretionary $12.91BNon-discretionary $37.24B