PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Equity Group Trust (a Trust Within the Marco Consulting Group Trust 1)

Other Private FundFund ID 805-5229482565New York, United States
Gross assets
$1.01B
Min. investment
Beneficial owners
23
Size rank
Top 7%
Audited
Yes
Structure
Standalone

About this fund

Equity Group Trust (a Trust Within the Marco Consulting Group Trust 1) is a other private fund managed by Segal Advisors, Inc.. The fund reports $1 billion in gross assets, placing it among the top 7% of private funds by size. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-5229482565
Fund typeOther Private Fund — GROUP TRUST
3(c)(1) exclusionYes
3(c)(7) exclusionNo
Master fundNo
Feeder fundNo
Fund of fundsYes
Relies on exemption from registrationNo
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
Sales limited to qualified investorsYes
% of assets independently valued100%

Other funds from this manager

FundTypeGross assets
Fixed Income Group Trust (a Fund Within the Marco Group Trust 1)Other Private$962.9M
Rcts Emerging Markets Equity PortfolioOther Private$478.7M
Rcts Emerging Markets Equity Sp PortfolioOther Private$21M

Frequently asked questions

How large is Equity Group Trust (a Trust Within the Marco Consulting Group Trust 1)?

Equity Group Trust (a Trust Within the Marco Consulting Group Trust 1) reports $1 billion in gross assets, among the top 7% of private funds by size.

Who manages Equity Group Trust (a Trust Within the Marco Consulting Group Trust 1)?

Equity Group Trust (a Trust Within the Marco Consulting Group Trust 1) is managed by Segal Advisors, Inc.

Does Equity Group Trust (a Trust Within the Marco Consulting Group Trust 1) disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

Service providers

Prime broker
None reported
Custodian
Administrator

Reported gross assets

$1.01B▲ 27%
Mar '25 — $793.5MApr '25 — $793.5MMay '25 — $793.5MJun '25 — $793.7MJul '25 — $793.7MAug '25 — $793.7MSep '25 — $793.7MOct '25 — $793.7MNov '25 — $793.7MDec '25 — $793.7MJan '26 — $793.7MFeb '26 — $793.7MMar '26 — $1.01BApr '26 — $1.01BMay '26 — $1.01BJun '26 — $1.01B
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 7%
Larger than 93% of 67,041 private funds
Gross assets vs Other Private FundsTop 6%
Larger than 94% of 8,892 other private funds

Investor base

Adviser & related persons%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.