Mercer Investments LLC
Alpha Nasdaq OCIO Indices - ContributorBOSTON, MA
Form ADV and provider website profile · CRD 133449 · regulatory data as of Aug 11, 2026
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.
$226.0BTotal Firm AUM
$220.3BDiscretionary AUM
$5.8BNon-discretionary AUM
1,417Total accounts
1,407Discretionary accounts
10Non-discretionary accounts
Client Mix by Firm AUM
$226.0BFirm AUM
Retirement Plans61.9%
Charities27.7%
Investment companies4.9%
Other Pooled Vehicles4.4%
Other0.8%
Municipalities0.2%
Insurance companies0.2%
Corporations0.0%
Sovereign Wealth & Foreign Institutions0.0%
Reported Client Types
Source: Form ADV client recordsRetirement Plans61.9%
312 clients$139.9B firm assets
Charities27.7%
1,034 clients$62.6B firm assets
Investment companies4.9%
6 clients$11.0B firm assets
Other Pooled Vehicles4.4%
35 clients$9.9B firm assets
Other0.8%
20 clients$1.9B firm assets
Municipalities0.2%
0 clients$484M firm assets
Insurance companies0.2%
0 clients$347M firm assets
Corporations0.0%
0 clients$16M firm assets
Sovereign Wealth & Foreign Institutions0.0%
0 clients$2M firm assets
Reported total1,407 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Retirement Plans | $139.9B | 312 | 61.9% |
| Charities | $62.6B | 1,034 | 27.7% |
| Investment companies | $11.0B | 6 | 4.9% |
| Other Pooled Vehicles | $9.9B | 35 | 4.4% |
| Other | $1.9B | 20 | 0.8% |
| Municipalities | $484M | 0 | 0.2% |
| Insurance companies | $347M | 0 | 0.2% |
| Corporations | $16M | 0 | 0.0% |
| Sovereign Wealth & Foreign Institutions | $2M | 0 | 0.0% |
| Reported total | $226.0B | 1,407 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…