MERCER INVESTMENTS LLC is a Boston, Massachusetts based financial advisory firm with nearly $129,785,696,503 in assets under management and provides investment advisory services for 390 clients. There are currently 657 financial advisors at the firm.
General Information |
| Firm CRD#: | 133449 | |
| SEC#: | 801-63730 | |
| Assets under Management: | $129,785,696,503 | |
| No. of Clients: | 390 | |
| No. of Advisors: | 657 | |
| Advisory Services Provided: | Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Publication of periodicals and newsletters, Education seminars/workshops, Other (INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS) | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (A PERCENTAGE OF ASSETS UNDER ADVISORY SERVICES) |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| MML INVESTORS SERVICES, LLC | 10409 | 801-44264 | 351645 | 7130 | $72,827,710,537 |
| MFS INSTITUTIONAL ADVISORS INC. | 107144 | 801-46433 | 8586 | 1300 | $128,519,177,590 |
| BOSTON PARTNERS | 124982 | 801-61786 | 5317 | 167 | $89,687,813,267 |
| INCOME RESEARCH + MANAGEMENT | 104863 | 801-29482 | 922 | 201 | $96,989,577,589 |
| RHUMBLINE ADVISERS | 107151 | 801-40535 | 689 | 30 | $107,610,831,949 |
| SLC MANAGEMENT | 109684 | 801-39938 | 666 | 220 | $69,470,041,414 |
| PUTNAM INVESTMENT MANAGEMENT, LLC | 106629 | 801-7974 | 559 | 197 | $85,208,444,537 |
| MERCER INVESTMENTS LLC | 133449 | 801-63730 | 390 | 657 | $129,785,696,503 |
| ACADIAN ASSET MANAGEMENT | 106609 | 801-28078 | 292 | 364 | $101,657,441,852 |
| HARBOURVEST PARTNERS, LLC | 109846 | 801-53287 | 281 | 1103 | $151,348,655,160 |
| AMUNDI ASSET MANAGEMENT US, INC. | 107719 | 801-8255 | 257 | 373 | $119,879,781,261 |
| ADVENT INTERNATIONAL, L.P. | 105673 | 801-29357 | 143 | 247 | $86,970,336,521 |
| NEPC, LLC | 110562 | 801-37227 | 110 | 358 | $95,392,808,194 |
| BOSTON MANAGEMENT AND RESEARCH | 104853 | 801-43127 | 70 | 225 | $111,002,081,270 |
| BAIN CAPITAL PRIVATE EQUITY, LP | 145653 | 801-69069 | 26 | 856 | $78,679,705,000 |