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Mercer Phoenix Investment Portfolio

Other Private FundFund ID 805-9810403042New Hampshire, United States
Gross assets
$21K
Min. investment
Beneficial owners
0
Size rank
Top 99%
Audited
Yes
Structure
Standalone

About this fund

Mercer Phoenix Investment Portfolio is a other private fund managed by Mercer Investments LLC. The fund reports $20,970 in gross assets, placing it among the top 99% 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 ID805-9810403042
Fund typeOther Private Fund — 81-100 GROUP TRUST
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
% of assets independently valued100%

Ownership

Owned by the adviser or related persons0%
Owned by funds of funds0%
Owned by non-U.S. persons0%

Other funds from this manager

FundTypeGross assets
Mercer Active Long Corporate Fixed Income PortfolioOther Private$6.97B
Mercer Private Investment Partners VII, LPPrivate Equity$1.37B
Mercer Hedge Fund Investors SPCOther Private$1.25B
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Frequently asked questions

How large is Mercer Phoenix Investment Portfolio?

Mercer Phoenix Investment Portfolio reports $20,970 in gross assets, among the top 99% of private funds by size.

Who manages Mercer Phoenix Investment Portfolio?

Mercer Phoenix Investment Portfolio is managed by Mercer Investments LLC.

Does Mercer Phoenix Investment Portfolio 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
Auditor