SourcingSourcing

MERCER INVESTMENTS LLC

C26
CRD 133449·SEC 801-63730·BOSTON, MA
AUM
$226.04B
$1B+
Est. Revenue
$2.26B
@ 1% on AUM
Est. EBITDA
$678.1M
@ 30% margin
Est. Deal Value
$5.42B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MERCER INVESTMENTS LLC
CRD
133449
SEC file #
801-63730
EIN
880626787
DBA names
—

Economics

AUM
$226.04B
AUM band
$1B+
AUM trajectory
'20'26
$94.88B → $226.04B▲ +138%
Client mix
Charitable Organizations1,034
Pension Profit Sharing Plans312
Pooled Investment Vehicles35
Other20
Investment Companies6

Operations

Employees (total)
714
Advisory staff (per ADV)
662
Advisory staff (5-yr trend)
'20'26
543 advisors → 662 advisors▲ +22%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed feesPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/showcase/mercer-investments(social)

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MERCER (US) LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
10
Control Persons
MERCER (US) LLC
Cordover, Marc, David
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:mercer.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
337
Form 5500 Total Participants
13,432
Form 5500 Total Compensation
58,447,538
Form 5500 Compensation Trajectory 3y
202556,386,426
20262,061,112
20240
Form 5500 Plan Count Trajectory 3y
2025325
202612
20241
Schedule C Total Compensation
58,447,538
Schedule C Service Provider Rows
338

SEC EDGAR

Edgar Cik
0001921675
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2022-05-09
Edgar Last Filing Date
2023-05-26
Edgar Form D Count
2
Edgar Form D Offerings
2023-05-262023-05-26 · 0001526735-23-000003
2022-05-092022-05-09 · 0001861082-22-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street96
Fidelity4
Raymond James4
E*trade4
Northern Trust2
Edgar Addresses
Mailing
800 MARKET STREET, SUITE 1800ST. LOUIS, MO 63101
Business
800 MARKET STREET, SUITE 1800ST. LOUIS, MO 63101
Edgar EIN
880626787
Edgar Recent Filings
D/A2023-05-26 · 0001526735-23-000003
D2022-05-09 · 0001861082-22-000003
Fee Schedule
Bracket X62
Bracket Ix30
Bracket Vi3
Bracket I1
Bracket Iii1
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (9)

9
Cordover, Marc, David
Executive Officer · 2.5%
7682567
Gezotis, Jon, Daniel
Executive Officer · 2.5%
8064167
GOUTHRO, STEPHEN, MICHAEL
Executive Officer · 2.5%
7090867
HULME, CAROLINE, LOCKE HARRINGTON
Executive Officer · 2.5%
7425293
Jahnel, Ferdinand, Gerhard
Executive Officer · 2.5%
6623890
Potter, Susan, Alice
Executive Officer · 2.5%
8063296
SCHULTZ, ANNE MARIE
Executive Officer · 2.5%
6247689
WUST, BRANDI, LYN
Executive Officer · 2.5%
3177644
CHOE, TAMMY, YOO
Executive Officer · 2.5%
5819745