| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Fixed Income Group Trust (a Fund Within the Marco Group Trust 1) | Other Private | $811.1M | — |
| Equity Group Trust (a Trust Within the Marco Consulting Group Trust 1) | Other Private | $793.7M | — |
| Rcts Emerging Markets Equity Portfolio | Other Private | $353.4M | $5M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Aldwin Pascua Frias | Director | Under 5% | 2022 |
| Andrew D Sherman | Director | Under 5% | 2019 |
| David Blumenstein | Director | Under 5% | 2008 |
Segal Advisors, Inc. reports $37.5 billion in regulatory assets under management on its Form ADV.
Segal Advisors, Inc. manages 4 private funds with combined gross assets of $2 billion.
Segal Advisors, Inc. reports 112 employees.
Segal Advisors, Inc. is based in New York, NY and has been SEC-registered since 2002.
Segal Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $11.29B |
| Non-discretionary | $26.23B |
| Total (RAUM) | $37.52B |