Investment adviser · CRD 133449
MERCER INVESTMENTS LLC
Investment adviser filing (IA)
BOSTON, MA, United States · Form ADV filed Aug 11, 2026
- Regulatory AUM
- $226B Form ADV · Item 5.F
- Client accounts
- 1,417 Accounts, not individual clients
- Employees
- 714 Reported in this filing
- Advisory professionals
- 662 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 |
|---|---|---|---|
| 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 fundsThe 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 STRATEGIC SOLUTIONS, LLC - INTERNATIONAL EQUITY SERIESOther Private Fund · Last reported Aug 11, 2026$50KGross asset value
Form D fundraising filings
Summit Strategic Solutions LLC
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
Fund details & source
- Fund ID
- 805-5747942301
- Reported beneficial owners
- 0
- Minimum commitment
- $0
- Form D file number
- 021-184253
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 PHOENIX INVESTMENT PORTFOLIOOther Private Fund · Last reported Aug 11, 2026$21KGross asset value
Form D fundraising filings
Mercer Phoenix Investment Portfolio, a series of Mercer Group Trust
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 571474TGEMMWANRLN57
Fund details & source
- Fund ID
- 805-9810403042
- Reported beneficial owners
- 0
- Minimum commitment
- $0
- Form D file number
- 021-179309
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 PIP III NATURAL RESOURCES, LLCPrivate Equity Fund · Last reported Aug 11, 2026$0Gross asset value
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
- 805-3704900269
- Reported beneficial owners
- 1
- Minimum commitment
- $0
- Form D file number
- 021-191258
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 REDSTONE BALANCED FUNDOther Private Fund · Last reported Apr 17, 2015$1.61BGross asset value
Form D fundraising filings
Mercer Redstone Balanced Fund, a series of Mercer Group Trust
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
MMC SECURITIES CORP.
CRD 103846 · SEC 801-60515
Fund details & source
- Fund ID
- 805-2389904917
- Reported beneficial owners
- 1
- Minimum commitment
- $0
- Form D file number
- 021-155145
Form ADV 912016 · Apr 17, 2015 · 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 SONOCO INVESTMENT FUNDOther Private Fund · Last reported Nov 3, 2021$1.25BGross asset value
Form D fundraising filings
Mercer Sonoco Investment Fund, a series of Mercer Group Trust
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
Fund details & source
- Fund ID
- 805-6144042819
- Reported beneficial owners
- 1
- Minimum commitment
- $0
- Form D file number
- 021-235575
Form ADV 1575426 · Nov 3, 2021 · 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 III (OFFSHORE), LPPrivate Equity Fund · Last reported Apr 14, 2015$646MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
MMC SECURITIES CORP.
CRD 103846 · SEC 801-60515
Fund details & source
- Fund ID
- 805-3469696732
- Reported beneficial owners
- 26
- Minimum commitment
- $1M
Form ADV 910024 · Apr 14, 2015 · 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 SUNOCO INVESTMENT PORTFOLIOOther Private Fund · Last reported Apr 17, 2015$592MGross asset value
Form D fundraising filings
Mercer Sunoco Investment Portfolio, a series of Mercer Group Trust
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
MMC SECURITIES CORP.
CRD 103846 · SEC 801-60515
Fund details & source
- Fund ID
- 805-1033522288
- Reported beneficial owners
- 1
- Minimum commitment
- $0
- Form D file number
- 021-169499
Form ADV 912016 · Apr 17, 2015 · 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 STREETBOSTON, 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.