Mercer Global Investments, Inc. (Boston)

Mercer Global Investments, Inc. is a large advisory firm based in Boston. It manages $12.49 billion of regulatory assets for 56 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

Mercer Global Investments provides portfolio management for investment companies, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mercer Global Investments: assets under management

The assets under management (AUM) of Mercer Global Investments, Inc. is $12.49 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 34825% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $12.49 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $222.97 million each.

Mercer Global Investments has custody of $8.71 billion in cash and securities for 49 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mercer Global Investments, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mercer Global Investments, Inc.

Daniel L Mc Caw has been acting as President since 1 Nov 2004. Denis Albert Larose has served as the Chief Investment Officer since 1 Oct 2007. Thomas Peter Murphy joined the executive team most recently as the President, Director & Chief Investment Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Brian Marshall Storms	Director & president	1 Nov 2004	Other	712047
David Mark Goldenberg	Secretary	1 Nov 2004	Other	2773835
Daniel L Mc Caw	Director	1 Nov 2004	Other	4884983
Mercer Inc.	Shareholder	1 Nov 2004	75% - 100%	13-3637227
Daniel L Percella	Treasurer	1 Nov 2004	Other	3019266
Steven Gary Liszewski	Director & treasurer	1 Mar 2005	Other	4917810
Barry Sean Mcinerney	President & director	1 Apr 2005	Other	4379798
Ravi Bhavani Venkataraman	Director	1 Apr 2005	Other	4036951
Richard Scott Joseph	Chief operating officer	1 Jun 2005	Other	2115979
Diane Marie O'neill	Director	1 Oct 2005	Other	5122627
Daniel L Percella	Treasurer	1 Jan 2006	Other	3019266
Diane Marie O'neill	Director	1 Jan 2006	Other	5122627
Martin Joel Wolin	Chief compliance officer	1 Mar 2006	Other	4331075
Phillip J De Cristo	President & director	1 Jun 2006	Other	5209635
Phillip J De Cristo	President & director	1 Jul 2006	Other	5209635
Kenneth Brian Crotty	Vice president	1 Aug 2006	Other	4506771
Denis Albert Larose	Chief investment officer	1 Oct 2007	Other	5458317
Ravi Bhavani Venkataraman	Director & vice president	1 Dec 2007	Other	4036951
Ravi Bhavani Venkataraman	President	1 Jun 2008	Other	4036951
Richard Langdon Nuzum	Director	1 Jun 2008	Other	4935507
Marcel Larochelle	Director	1 Jun 2008	Other	5541491
David Mark Goldenberg	Assistant secretary	1 Sep 2008	Other	2773835
Scott Michael Zoltowski	Secretary	1 Sep 2008	Other	2443825
Kenneth Brian Crotty	President	1 Nov 2008	Other	4506771
Scott Michael Zoltowski	Assistant secretary	1 Nov 2008	Other	2443825
Andrew Francis Boyle	Director	1 Apr 2009	Other	5699790
Scott Michael Zoltowski	Chief legal officer	1 Jan 2011	Other	2443825
Mark James Gilbert	Chief compliance officer	1 Sep 2011	Other	4854604
Thomas Peter Murphy	President, director & chief investment officer	1 Oct 2011	Other	5981342

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Marsh & Mclennan Companies	Shareholder	1 Feb 1984	75% - 100%	36-2668272

Based in Boston

The principal office where Mercer Global Investments, Inc. performs its advisory services is located at 99 High Street, Boston, MA 02110, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-747-9500 or by fax 617-747-9501. The normal business hours are 9:00am - 5:00pm on Monday - Friday.