Investment adviser · CRD 105631
MERCER INVESTMENT CONSULTING LLC
Investment adviser filing (IA)
CHICAGO, IL, United States · Form ADV filed Dec 18, 2018
- Regulatory AUM
- $2.34B Form ADV · Item 5.F
- Client accounts
- 8 Accounts, not individual clients
- Employees
- 389 Reported in this filing
- Advisory professionals
- 319 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Charities | 7 | $1,775,248,000 | 76.0% |
| Retirement plans | 1 | $561,191,000 | 24.0% |
Filing source
Form ADV 1257418 · Dec 18, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Dec 18, 2018. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Subscription · Fixed
Principal office
155 NORTH WACKER DRIVE, SUITE 1500CHICAGO, IL, 60606, United States
CRD 105631
Filing source
Form ADV 1257418 · Dec 18, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.