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 REDSTONE TOTAL RETURN FUNDOther Private Fund · Last reported Apr 17, 2015$239MGross asset value

Form D fundraising filings

Mercer Redstone Total Return Fund, a series of Mercer Group Trust

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

Marketer MMC SECURITIES CORP. BOSTON, Massachusetts, United States Related to adviser: Yes

Provider details

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

MMC SECURITIES CORP.
CRD 103846 · SEC 801-60515

Fund details & source

Fund ID: 805-3565944846
Reported beneficial owners: 2
Minimum commitment: $0
Form D file number: 021-164316

Form ADV 912016 · Apr 17, 2015 · 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 ARINC INVESTMENT PORTFOLIOOther Private Fund · Last reported Feb 6, 2014$230MGross asset value

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

Marketer MMC SECURITIES CORP. BOSTON, Massachusetts, United States Related to adviser: Yes

Provider details

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

MMC SECURITIES CORP.
CRD 103846 · SEC 801-60515

Fund details & source

Fund ID: 805-5861888505
Reported beneficial owners: 1
Minimum commitment: $0

Form ADV 780498 · Feb 6, 2014 · 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 STRATEGIC SOLUTIONS, LLC - FIXED INCOME SERIESOther Private Fund · Last reported Jun 30, 2020$221MGross asset value

Fund administrator SS&C TECHNOLOGIES, INC WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE, LLP DALLAS, Texas, United States

Custodian COMERICA BANK DETROIT, Michigan, 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

COMERICA BANK
LEI 70WY0ID1N53Q4254VH70

Fund details & source

Fund ID: 805-6209305951
Reported beneficial owners: 20
Minimum commitment: $0
Form D file number: 021-184253

Form ADV 1435258 · Jun 30, 2020 · 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 REDSTONE MID CAP GROWTH FUNDOther Private Fund · Last reported Apr 17, 2015$150MGross asset value

Form D fundraising filings

Mercer Redstone Mid Cap Growth Fund, a Series of Mercer Group Trust

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

Marketer MMC SECURITIES CORP. BOSTON, Massachusetts, United States Related to adviser: Yes

Provider details

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

MMC SECURITIES CORP.
CRD 103846 · SEC 801-60515

Fund details & source

Fund ID: 805-8700794868
Reported beneficial owners: 1
Minimum commitment: $0
Form D file number: 021-167423

Form ADV 912016 · Apr 17, 2015 · 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 DYNAMIC GLOBAL EQUITY FUND, LPHedge Fund · Last reported Feb 6, 2014$92.4MGross asset value

Form D fundraising filings

Mercer Dynamic Global Equity Fund, L.P.

Fund administrator NAV CONSULTING, INC. OAK BROOK, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States

Custodian CHARLES SCHWAB & CO., INC. ST. LOUIS, Missouri, United States Related to adviser: No

Custodian NEWEDGE USA, LLC CHICAGO, Illinois, United States Related to adviser: No

Custodian U.S. BANK NATIONAL ASSOCIATION ST. LOUIS, Missouri, United States Related to adviser: No

Marketer MMC SECURITIES CORP. BOSTON, Massachusetts, United States Related to adviser: Yes

Provider details

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

CHARLES SCHWAB & CO., INC.
SEC 8-16514

NEWEDGE USA, LLC
SEC 8-47023

MMC SECURITIES CORP.
CRD 103846 · SEC 801-60515

Fund details & source

Fund ID: 805-3360423399
Reported beneficial owners: 5
Minimum commitment: $500K
Form D file number: 021-129241

Form ADV 780498 · Feb 6, 2014 · 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 ERISA HEDGE FUND INVESTORS LTDHedge Fund · Last reported Mar 12, 2015$81.1MGross asset value

Form D fundraising filings

Mercer ERISA 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 GRAND CAYMAN, Cayman Islands

Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States

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

Marketer MMC SECURITIES CORP. BOSTON, Massachusetts, United States Related to adviser: Yes

Provider details

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

MMC SECURITIES CORP.
CRD 103846 · SEC 801-60515

Fund details & source

Fund ID: 805-1825793085
Reported beneficial owners: 4
Minimum commitment: $1M
Form D file number: 021-164485

Form ADV 884993 · Mar 12, 2015 · 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 STRATEGIC SOLUTIONS, LLC - DOMESTIC EQUITY SERIESOther Private Fund · Last reported Jun 30, 2020$77.2MGross asset value

Fund administrator SS&C TECHNOLOGIES, INC WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE, LLP DALLAS, Texas, United States

Custodian COMERICA BANK DETROIT, Michigan, 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

COMERICA BANK
LEI 70WY0ID1N53Q4254VH70

Fund details & source

Fund ID: 805-7110462010
Reported beneficial owners: 18
Minimum commitment: $0
Form D file number: 021-184253

Form ADV 1435258 · Jun 30, 2020 · 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.