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Fixed Income Group Trust (a Fund Within the Marco Group Trust 1)

Other Private FundFund ID 805-3246369075New York, United States
Gross assets
$962.9M
Min. investment
Beneficial owners
33
Size rank
Top 8%
Audited
Yes
Structure
Standalone

About this fund

Fixed Income Group Trust (a Fund Within the Marco Group Trust 1) is a other private fund managed by Segal Advisors, Inc.. The fund reports $962.9 million in gross assets, placing it among the top 8% 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 ID805-3246369075
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
Equity Group Trust (a Trust Within the Marco Consulting Group Trust 1)Other Private$1.01B
Rcts Emerging Markets Equity PortfolioOther Private$478.7M
Rcts Emerging Markets Equity Sp PortfolioOther Private$21M

Frequently asked questions

How large is Fixed Income Group Trust (a Fund Within the Marco Group Trust 1)?

Fixed Income Group Trust (a Fund Within the Marco Group Trust 1) reports $962.9 million in gross assets, among the top 8% of private funds by size.

Who manages Fixed Income Group Trust (a Fund Within the Marco Group Trust 1)?

Fixed Income Group Trust (a Fund Within the Marco Group Trust 1) is managed by Segal Advisors, Inc.

Does Fixed Income Group Trust (a Fund Within the Marco 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

$962.9M▲ 19%
Mar '25 — $811.1MApr '25 — $811.1MMay '25 — $811.1MJun '25 — $811.1MJul '25 — $811.1MAug '25 — $811.1MSep '25 — $811.1MOct '25 — $811.1MNov '25 — $811.1MDec '25 — $811.1MJan '26 — $811.1MFeb '26 — $811.1MMar '26 — $962.9MApr '26 — $962.9MMay '26 — $962.9MJun '26 — $962.9M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 8%
Larger than 92% 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.