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Mercer Investments LLC

Alpha Nasdaq OCIO Indices - Contributor

BOSTON, MA

Form ADV and provider website profile · CRD 133449 · regulatory data as of Aug 11, 2026

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This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Mercer Investments LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$226.0BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
1,417Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$220.3BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$5.8BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameMERCER INVESTMENTS LLC

CRD number133449

Firm foundedNot reported

SEC registration dateJan 3, 2005

Employees714

Advisory professionals662

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

99 HIGH STREET, BOSTON, MA, 02110

617-747-9500

https://investment-solutions.mercer.com/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$226.0B

As of Aug 11, 2026

Client Mix by Firm AUM

Source: Form ADV client records
Retirement Plans61.9%$139.9B
Charities27.7%$62.6B
Investment companies4.9%$11.0B
Other Pooled Vehicles4.4%$9.9B
Other0.8%$1.9B
Municipalities0.2%$484M

Percentages and AUM are shown from the same reported Form ADV client-type records.