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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 12/2011
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 08/1969
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 01/2006
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 06/2008
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 01/2017
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 01/2019
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 01/2020
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 12/2020
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2021
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 10/2021
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2022
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 08/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 07/2017
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 01/2017
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 07/2026
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 07/2026
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| John Robert Demairo | Director, Chief Executive Officer | 12/2011 | Individual | Yes | Less than 5% |
| Inc. The Segal Group | 100% Shareholder Of Segal Advisors, Inc. | 08/1969 | Domestic entity | Yes | 75% or more |
| Joseph Anthony Locicero | Director | 01/2006 | Individual | No | Less than 5% |
| David Blumenstein | Director | 06/2008 | Individual | No | Less than 5% |
| Stuart Lerner | Director | 01/2017 | Individual | No | Less than 5% |
| Andrew D Sherman | Director | 01/2019 | Individual | No | Less than 5% |
| Jennifer Benz | Director | 01/2020 | Individual | No | Less than 5% |
| Steven Cary Greenspan | Senior Vice President, General Counsel, Corporate Secretary | 12/2020 | Individual | Yes | Less than 5% |
| Mary Patricia Kirby | Director | 01/2021 | Individual | No | Less than 5% |
| Joseph Michael Fristachi | Senior Vice President, Chief Financial Officer & Treasurer | 10/2021 | Individual | Yes | Less than 5% |
| Aldwin Pascua Frias | Director | 01/2022 | Individual | No | Less than 5% |
| Amy Cook Forebaugh | Chief Compliance Officer | 08/2025 | Individual | Yes | Less than 5% |
| Jason L. Russell | Senior Vice President | 07/2017 | Individual | No | Less than 5% |
| Diane R Mcnally | Senior Vice President | 01/2017 | Individual | No | Less than 5% |
| Seth William Almaliah | Co President | 07/2026 | Individual | Yes | Less than 5% |
| John W Marco | Co-President | 07/2026 | Individual | Yes | Less than 5% |
Indirect Ownership
Source: Form ADVNo indirect ownership records were reported.
Owners & Executives
Source: Form ADVJR
John Robert Demairo
Director, Chief Executive Officer
JA
Joseph Anthony Locicero
Director
DB
David Blumenstein
Director
SL
Stuart Lerner
Director
AD
Andrew D Sherman
Director
JB
Jennifer Benz
Director
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives16
Indirect ownership records0
Regulatory statusSEC registered investment adviser
SEC registration dateOct 2, 2002
CRD number114687