Investment adviser · CRD 133449

MERCER INVESTMENTS LLC

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Aug 11, 2026

Regulatory AUM: $226B
Client accounts: 1,417
Employees: 714
Advisory professionals: 662

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Retirement plans	312	$139,869,562,560	61.9%
Charities	1,034	$62,558,337,474	27.7%
Investment companies	6	$11,018,569,689	4.9%
Pooled investment vehicles	35	$9,887,879,313	4.4%
Other clients	20	$1,857,901,242	0.8%
Government entities	Fewer than 5	$483,529,042	0.2%
Insurance companies	Fewer than 5	$347,125,442	0.2%
Corporations & businesses	Fewer than 5	$15,500,874	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$2,287,498	0.0%

Filing source

Form ADV 2125261 · Aug 11, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

50+ Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

Browse the first 49 funds across 7 pages.

MERCER SRPMIC PRIVATE INVESTMENTS, LPPrivate Equity Fund · Last reported Aug 11, 2026$243MGross asset value

Form D fundraising filings

SRPMIC Mercer Private Investments, LP

Fund administrator INTERNATIONAL FUND SERVICES (N.A.) NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States

Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572

Fund details & source

Fund ID: 805-7712186530
Reported beneficial owners: 2
Minimum commitment: $0
Form D file number: 021-541114

Form ADV 2125261 · Aug 11, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MERCER DIOCESE OF BROOKLYN RISK REDUCTION STRATEGYOther Private Fund · Last reported Aug 11, 2026$225MGross asset value

Form D fundraising filings

Mercer Diocese of Brooklyn Risk Reduction Strategy

Fund administrator GLOBAL TRUST COMPANY WOBURN, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PWC BOSTON, Massachusetts, United States

Custodian STATE STREET BANK & TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

PWC
PCAOB 238

STATE STREET BANK & TRUST COMPANY
LEI 571474TGEMMWANRLN572

Fund details & source

Fund ID: 805-5661364514
Reported beneficial owners: 1
Minimum commitment: $1M
Form D file number: 021-247589

Form ADV 2125261 · Aug 11, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MERCER PRIVATE INVESTMENT PARTNERS III (OFFSHORE), LPPrivate Equity Fund · Last reported Aug 11, 2026$220MGross asset value

Fund administrator INTERNATIONAL FUND SERVICES (N.A.) NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP GRAND CAYMAN, Cayman Islands

Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 1096

STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572

Fund details & source

Fund ID: 805-5902654151
Reported beneficial owners: 22
Minimum commitment: $1M

Form ADV 2125261 · Aug 11, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

NP MERCER PRIVATE EQUITY EUROPE IV, LPPrivate Equity Fund · Last reported Aug 11, 2026$125MGross asset value

Fund administrator IQEQ FUND SERVICES (GUERNSEY) LIMITED ST PETER PORT, Guernsey Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS CI LLP ST PETER PORT, Guernsey

Custodian BARCLAYS BANK PLC ST PETER PORT, Guernsey Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

PRICEWATERHOUSECOOPERS CI LLP
PCAOB 1412

BARCLAYS BANK PLC
LEI G5GSEF7VJP5I7OUK5573

Fund details & source

Fund ID: 805-8252246573
Reported beneficial owners: 1
Minimum commitment: $0

Form ADV 2125261 · Aug 11, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MERCER FFTC HEDGE FUND INVESTORS LTDOther Private Fund · Last reported Aug 11, 2026$121MGross asset value

Form D fundraising filings

Mercer FFTC Hedge Fund Investors Ltd

Fund administrator INTERNATIONAL FUND SERVICES (N.A.) NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP GRAND CAYMAN, Cayman Islands

Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 1096

STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572

Fund details & source

Fund ID: 805-4486212659
Reported beneficial owners: 4
Minimum commitment: $1M
Form D file number: 021-314574

Form ADV 2125261 · Aug 11, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MERCER FFTC EMERGING MARKETS EQUITY INVESTMENT PORTFOLIO LLCHedge Fund · Last reported Aug 11, 2026$113MGross asset value

Form D fundraising filings

Mercer FFTC Emerging Markets Equity Investment Portfolio LLC

Fund administrator STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States

Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572

Fund details & source

Fund ID: 805-6305487570
Reported beneficial owners: 5
Minimum commitment: $0
Form D file number: 021-321528

Form ADV 2125261 · Aug 11, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MERCER PRIVATE INVESTMENT PARTNERS III, LPPrivate Equity Fund · Last reported Aug 11, 2026$101MGross asset value

Form D fundraising filings

Mercer Private Investment Partners III, LP

Fund administrator INTERNATIONAL FUND SERVICES (N.A.) NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States

Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572

Fund details & source

Fund ID: 805-7241544483
Reported beneficial owners: 39
Minimum commitment: $1M
Form D file number: 021-191258

Form ADV 2125261 · Aug 11, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 11, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

99 HIGH STREET
BOSTON, MA, 02110, United States

CRD 133449

Filing source

Form ADV 2125261 · Aug 11, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.