Investment adviser · CRD 133449

MERCER INVESTMENTS LLC

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Aug 11, 2026

Regulatory AUM: $226B
Client accounts: 1,417
Employees: 714
Advisory professionals: 662

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Retirement plans	312	$139,869,562,560	61.9%
Charities	1,034	$62,558,337,474	27.7%
Investment companies	6	$11,018,569,689	4.9%
Pooled investment vehicles	35	$9,887,879,313	4.4%
Other clients	20	$1,857,901,242	0.8%
Government entities	Fewer than 5	$483,529,042	0.2%
Insurance companies	Fewer than 5	$347,125,442	0.2%
Corporations & businesses	Fewer than 5	$15,500,874	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$2,287,498	0.0%

Filing source

Form ADV 2125261 · Aug 11, 2026 · 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

50+ Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

Browse the first 49 funds across 7 pages.

MERCER PRIVATE INVESTMENT PARTNERS V, LPPrivate Equity Fund · Last reported Aug 11, 2026$613MGross asset value

Form D fundraising filings

Mercer Private Investment Partners V, LP

Fund administrator INTERNATIONAL FUND SERVICES (N.A.) NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States

Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572

Fund details & source

Fund ID: 805-2323086782
Reported beneficial owners: 44
Minimum commitment: $3M
Form D file number: 021-302448

Form ADV 2125261 · Aug 11, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MERCER NMSIC PRIVATE INVESTMENTS, LPPrivate Equity Fund · Last reported Aug 11, 2026$583MGross asset value

Form D fundraising filings

Mercer NMSIC Private Investments, LP

Fund administrator INTERNATIONAL FUND SERVICES (N.A.) NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States

Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572

Fund details & source

Fund ID: 805-8739745663
Reported beneficial owners: 2
Minimum commitment: $0
Form D file number: 021-521562

Form ADV 2125261 · Aug 11, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MERCER FFTC NON-US EQUITY INVESTMENT PORTFOLIO LLCHedge Fund · Last reported Aug 11, 2026$308MGross asset value

Form D fundraising filings

Mercer FFTC Non-US Equity Investment Portfolio LLC

Fund administrator STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States

Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572

Fund details & source

Fund ID: 805-6724783753
Reported beneficial owners: 5
Minimum commitment: $0
Form D file number: 021-321531

Form ADV 2125261 · Aug 11, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MERCER PRIVATE INVESTMENT PARTNERS IV, LPPrivate Equity Fund · Last reported Aug 11, 2026$305MGross asset value

Form D fundraising filings

Mercer Private Investment Partners IV, LP

Fund administrator INTERNATIONAL FUND SERVICES (N.A.) NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States

Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572

Fund details & source

Fund ID: 805-4222763765
Reported beneficial owners: 34
Minimum commitment: $1M
Form D file number: 021-247724

Form ADV 2125261 · Aug 11, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ERS PRIVATE EQUITY INTERNATIONAL FUND II, L.P.Private Equity Fund · Last reported Aug 11, 2026$269MGross asset value

Fund administrator IQEQ (US) INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States

Custodian COMERICA BANK DETROIT, Michigan, United States Related to adviser: No

Custodian FIRST REPUBLIC BANK NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

COMERICA BANK
LEI 70WY0ID1N53Q4254VH70

FIRST REPUBLIC BANK
LEI YWC0TIKBQM2JV8L4IV08

Fund details & source

Fund ID: 805-4353252770
Reported beneficial owners: 11
Minimum commitment: $0

Form ADV 2125261 · Aug 11, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MERCER BUYOUT-READY FUNDOther Private Fund · Last reported Aug 11, 2026$265MGross asset value

Form D fundraising filings

Mercer Buyout-Ready Fund, a series of Mercer Group Trust

Fund administrator STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States

Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572

Fund details & source

Fund ID: 805-2244999350
Reported beneficial owners: 1
Minimum commitment: $0
Form D file number: 021-288804

Form ADV 2125261 · Aug 11, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MERCER FFTC US FIXED INCOME INVESTMENT PORTFOLIO LLCHedge Fund · Last reported Aug 11, 2026$262MGross asset value

Form D fundraising filings

Mercer FFTC US Fixed Income Investment Portfolio LLC

Fund administrator STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States

Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572

Fund details & source

Fund ID: 805-8925741904
Reported beneficial owners: 5
Minimum commitment: $0
Form D file number: 021-321538

Form ADV 2125261 · Aug 11, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 11, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

99 HIGH STREET
BOSTON, MA, 02110, United States

CRD 133449

Filing source

Form ADV 2125261 · Aug 11, 2026 · 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.