Investment adviser · CRD 114687
SEGAL MARCO ADVISORS
Investment adviser filing (IA)
SEGAL ADVISORS, INC.
NEW YORK, NY, United States · Form ADV filed Aug 6, 2026
- Regulatory AUM
- $50.2B Form ADV · Item 5.F
- Client accounts
- 129 Accounts, not individual clients
- Employees
- 112 Reported in this filing
- Advisory professionals
- 103 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 | 74 | $43,443,467,111 | 86.6% |
| Other clients | 41 | $3,285,391,996 | 6.6% |
| Pooled investment vehicles | 4 | $2,466,726,701 | 4.9% |
| Government entities | 6 | $747,097,971 | 1.5% |
| Charities | 4 | $209,616,461 | 0.4% |
Filing source
Form ADV 2124250 · Aug 6, 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
40 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.
EQUITY GROUP TRUST (A TRUST WITHIN THE MARCO CONSULTING GROUP TRUST 1)Other Private Fund · Last reported Aug 6, 2026$1.01BGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
COHN REZNICK
PCAOB 596
Fund details & source
- Fund ID
- 805-5229482565
- Reported beneficial owners
- 23
- Minimum commitment
- $0
Form ADV 2124250 · Aug 6, 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.
FIXED INCOME GROUP TRUST (A FUND WITHIN THE MARCO GROUP TRUST 1)Other Private Fund · Last reported Aug 6, 2026$963MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
COHN REZNICK LLP
PCAOB 596
Fund details & source
- Fund ID
- 805-3246369075
- Reported beneficial owners
- 33
- Minimum commitment
- $0
Form ADV 2124250 · Aug 6, 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.
RCTS EMERGING MARKETS EQUITY PORTFOLIOOther Private Fund · Last reported Aug 6, 2026$479MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
COHN REZNICK
PCAOB 596
Fund details & source
- Fund ID
- 805-8598056163
- Reported beneficial owners
- 9
- Minimum commitment
- $5M
Form ADV 2124250 · Aug 6, 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.
RCTS EMERGING MARKETS EQUITY SP PORTFOLIOOther Private Fund · Last reported Aug 6, 2026$21MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
COHN REZNICK
PCAOB 596
Fund details & source
- Fund ID
- 805-8042784255
- Reported beneficial owners
- 1
- Minimum commitment
- $5M
Form ADV 2124250 · Aug 6, 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.
MARCO CONSULTING GROUP TRUST 1Other Private Fund · Last reported Jan 31, 2017$2.2BGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-8909460143
- Reported beneficial owners
- 30
- Minimum commitment
- $1M
Form ADV 1065923 · Jan 31, 2017 · 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.
RCTS LONG DURATION FIXED INCOME PORTFOLIOOther Private Fund · Last reported Mar 26, 2015$238MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-2547088570
- Reported beneficial owners
- 2
- Minimum commitment
- $5M
Form ADV 899517 · Mar 26, 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.
RCTS LARGE CAP INDEX US EQUITY PORTFOLIOOther Private Fund · Last reported May 30, 2014$145MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-9389815642
- Reported beneficial owners
- 1
- Minimum commitment
- $5M
Form ADV 827446 · May 30, 2014 · 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 6, 2026. View historical filings
Reported services
Individual 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
Principal office
66 HUDSON BLVD ENEW YORK, NY, 10001-2192, United States
CRD 114687
Filing source
Form ADV 2124250 · Aug 6, 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.