Domestic entity
EntityMERCER (US) LLCStatusSHAREHOLDERReported since02/1984Ownership75% or moreControl personYes
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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 03/2019
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 12/2015
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 03/2019
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 07/2021
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 03/2022
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 12/2022
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 03/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 03/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 03/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 03/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 06/2026
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Mercer (Us) Llc | Sole Member | 03/2019 | Domestic entity | Yes | 75% or more |
| Ferdinand Gerhard Jahnel | Treasurer | 12/2015 | Individual | Yes | Less than 5% |
| Stephen Michael Gouthro | Director | 03/2019 | Individual | Yes | Less than 5% |
| Caroline Locke Harrington Hulme | Secretary & Senior Counsel | 07/2021 | Individual | Yes | Less than 5% |
| Tammy Yoo Choe | Chief Compliance Officer | 03/2022 | Individual | No | Less than 5% |
| Marc David Cordover | President & Director | 12/2022 | Individual | Yes | Less than 5% |
| Brandi Lyn Wust | Chief Client Officer | 03/2025 | Individual | Yes | Less than 5% |
| Susan Alice Potter | Director | 03/2025 | Individual | Yes | Less than 5% |
| Anne Marie Schultz | Chief Commercial Officer | 03/2025 | Individual | Yes | Less than 5% |
| Jon Daniel Gezotis | Chief Operating Officer | 03/2025 | Individual | Yes | Less than 5% |
| Andrew Knox Mcdougall | Chief Investment Officer | 06/2026 | Individual | Yes | Less than 5% |
Indirect Ownership
Source: Form ADVOwners & Executives
Source: Form ADVSM
Stephen Michael Gouthro
Director
TY
Tammy Yoo Choe
Chief Compliance Officer
MD
Marc David Cordover
President & Director
BL
Brandi Lyn Wust
Chief Client Officer
SA
Susan Alice Potter
Director
AM
Anne Marie Schultz
Chief Commercial Officer
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives11
Indirect ownership records1
Regulatory statusSEC registered investment adviser
SEC registration dateJan 3, 2005
CRD number133449