| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Mercer Active Long Corporate Fixed Income Portfolio | Other Private | $6.97B | — |
| Mercer Private Investment Partners VII, LP | Private Equity | $1.37B | $3M |
| Mercer Hedge Fund Investors SPC | Other Private | $1.25B | $1M |
| 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 |
Mercer Investments LLC reports $20.3 million in regulatory assets under management on its Form ADV.
Mercer Investments LLC manages 40 private funds with combined gross assets of $17 billion.
Mercer Investments LLC reports 771 employees.
Mercer Investments LLC is based in Boston, MA and has been SEC-registered since 2005.
Mercer Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $19.3M |
| Non-discretionary | $9.74B |
| Total (RAUM) | $20.3M |