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Segal Marco Advisors

NEW YORK, NY

Form ADV and provider website profile · CRD 114687 · regulatory data as of Aug 6, 2026

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

$50.2BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
129Institutional ClientsInstitutional ClientsInstitutional client relationships identified from the firm’s Form ADV data. This is not necessarily the number of OCIO mandates.
$12.9BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$37.2BNon-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 nameSEGAL ADVISORS, INC.

CRD number114687

Firm foundedNot reported

SEC registration dateOct 2, 2002

Employees112

Advisory professionals103

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

66 HUDSON BLVD E, NEW YORK, NY, 10001-2192

212-251-5900

https://www.segalmarco.com/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$50.2B

As of Aug 6, 2026

Client Mix by Firm AUM

Source: Form ADV client records
Retirement Plans86.6%$43.4B
Other6.6%$3.3B
Other Pooled Vehicles4.9%$2.5B
Municipalities1.5%$747M
Charities0.4%$210M

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