RIA Intel›Advisers›Illinois›MERCER INVESTMENT CONSULTING LLC

MERCER INVESTMENT CONSULTING LLC

Advisory

N·CHICAGO, IL

Data as of Dec 18, 2018 · Source: SEC Form ADV

Total AUM

$2.3B

1-Year AUM Growth

0.0%

3-Year CAGR

-11.4%

Employees

319

Assets Under Management

Total AUM$2.3B

Discretionary AUM$906M

Non-Discretionary AUM$1.4B

Discretionary %38.8%

Total Clients—

Team

Total Employees319

Investment Advisers389

Employee Growth (1Y)—

Filing History

Total Filings on Record59

First FilingJan 31, 2001

Latest FilingDec 18, 2018

🔒 Full AUM trend chart and 59 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MERCER INVESTMENT CONSULTING LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.