Segal Marco Advisors
NEW YORK, NY
Form ADV and provider website profile · CRD 114687 · regulatory data as of Aug 6, 2026
This profile compiles reported firm AUM, regulatory account 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.
129Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$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.
$50.2BTotal Firm AUM
$12.9BDiscretionary AUM
$37.2BNon-discretionary AUM
129Total accounts
87Discretionary accounts
42Non-discretionary accounts
Client Mix by Firm AUM
$50.2BFirm AUM
Retirement Plans86.6%
Other6.6%
Other Pooled Vehicles4.9%
Municipalities1.5%
Charities0.4%
Reported Client Types
Source: Form ADV client recordsRetirement Plans86.6%
74 clients$43.4B firm assets
Other6.6%
41 clients$3.3B firm assets
Other Pooled Vehicles4.9%
4 clients$2.5B firm assets
Municipalities1.5%
6 clients$747M firm assets
Charities0.4%
4 clients$210M firm assets
Reported total129 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Retirement Plans | $43.4B | 74 | 86.6% |
| Other | $3.3B | 41 | 6.6% |
| Other Pooled Vehicles | $2.5B | 4 | 4.9% |
| Municipalities | $747M | 6 | 1.5% |
| Charities | $210M | 4 | 0.4% |
| Reported total | $50.2B | 129 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…