Mercer Investment Solutions LLC
● SEC registered since 2011CRD 155919SEC# 801-72076New York, NY
Reg. AUM
$2.17B
Employees
38
Accounts
11
Location
New York, NY
About Mercer Investment Solutions
Secor Investment Management is associated with Mercer investment solutions, including outsourced CIO and manager research for institutional investors. It partners with pension plans, wealth managers, endowments, insurers, and related asset owners.
Summary based on the firm’s website.
Mercer Investment Solutions LLC assets under management
Mercer Investment Solutions LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2011. It reports $2.2 billion in regulatory assets under management and employs 38 people.
Mercer Investment Solutions LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dawn Drakeford Control | Director Of Finance | Under 5% | 2023 |
| Matt Gillis Control | President | Under 5% | 2026 |
| Pattie Leigh Hand Control | Chief Compliance Officer | Under 5% | 2015 |
| Secor Asset Management, LP Control | Sole Member | Over 75% | 2026 |
| Marsh & McLennan Companies, Inc. Control | Sole Member | Over 75% | 1984 |
| Marsh Mercer (US) LLC Control | Sole Member | Over 75% | 2025 |
| Marsh Mercer (US) LLC Control | Sole Member | Over 75% | 2019 |
| Mercer Investments Llc Control | Limited Partner | Over 75% | 2025 |
| Mercer Secor GP LLC Control | General Partner | — | 2025 |
Frequently asked questions
How much does Mercer Investment Solutions LLC manage?
Mercer Investment Solutions LLC reports $2.2 billion in regulatory assets under management on its Form ADV.
How many employees does Mercer Investment Solutions LLC have?
Mercer Investment Solutions LLC reports 38 employees.
Where is Mercer Investment Solutions LLC located?
Mercer Investment Solutions LLC is based in New York, NY and has been SEC-registered since 2011.
Does Mercer Investment Solutions LLC disclose fund performance?
Mercer Investment Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1166 Avenue of the Americas, New York, NY 10036 |
| Phone | (212) 345-7000 |
| Office hours | 8a.m.-5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.17BNo change
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,389 advisers
EmployeesTop 15%
More than 85% of 16,799 advisers
Assets under management
$2.17Bregulatory AUM
Discretionary $2.16BNon-discretionary $11.7M