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.
Regulatory Private Funds
Form ADV source4Reported private funds
4Other
Showing 4 of 4 reported funds.
| Fund | Type | Identifier | Fund of funds | Investment Company Act | Clients invested |
|---|---|---|---|---|---|
| EQUITY GROUP TRUST (A TRUST WITHIN THE MARCO CONSULTING GROUP TRUST 1)GROUP TRUST | Other | 805-5229482565 | Yes | Yes | 3 |
| FIXED INCOME GROUP TRUST (A FUND WITHIN THE MARCO GROUP TRUST 1)GROUP TRUST | Other | 805-3246369075 | Yes | Yes | 4 |
| RCTS EMERGING MARKETS EQUITY PORTFOLIO3C7 FUND POOLED INVESTMENT | Other | 805-8598056163 | Yes | Not reported | 1 |
| RCTS EMERGING MARKETS EQUITY SP PORTFOLIO3C7 FUND POOLED INVESTMENT | Other | 805-8042784255 | Not reported | Not reported | 1 |
A reported private fund is not necessarily used in OCIO client portfolios. The disclosure reflects the registered adviser’s Form ADV private-fund reporting.