SEGAL MARCO ADVISORS

other names
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Adviser Profile
As of Date 07/17/2024
Adviser Type - Large advisory firm
- Pension consultant
Number of Employees 116
of those in investment advisory functions 86
Registration SEC, Approved, 10/02/2002
AUM* 31,926,819,481 21.79%
of that, discretionary 11,539,668,381 30.36%
Private Fund GAV* 1,806,552,751 20.34%
Avg Account Size 266,056,829 12.66%
% High Net Worth 0.83% -7.50%
SMA’s Yes
Private Funds 4 1
Contact Info 212 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

Discretionary
Non-discretionary
18B 16B 13B 10B 8B 5B 3B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count4 GAV$1,806,552,751

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Brochure Summary

Overview

Segal Advisors began conducting business in 1969. The Firm is an SEC-registered investment adviser with its principal place of business located in New York. The Firm is wholly-owned by its parent company, The Segal Group, Inc. (“The Segal Group”). Segal Advisors operates primarily under the d/b/a Segal Marco Advisors. Overview of Advisory Business The Firm offers a range of consulting, investment advisory and investment management services, which include:
• Non-Discretionary Investment Consulting Services
• Discretionary Investment Management Services
• Implemented Solutions1
• Management Services for High Net-Worth Individuals
• Proxy Voting and Corporate Governance Services
• Investment Operations Services The Firm’s clients for these services include: (i) qualified employee benefit plans that are subject to the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), including multiemployer and single-employer plans, (ii) non-qualified employee benefit plans, including deferred compensation plans and other supplemental benefit funds; (iii) governmental plans, (iv) charitable and other tax-exempt organizations; (v) commingled index funds and (vi) high net worth individuals. In addition, the Firm provides financial intermediary clients
with investment solutions for institutional investors and high net worth individuals. These services include:
• Model Portfolio Services
• Research and Investment Manager Due Diligence More information about each of these services is provided below. For the avoidance of doubt, the Firm does not provide financial planning services, nor does it provide legal, accounting or tax advice. Clients are advised to engage other qualified professionals with respect to such matters. 1 Implemented Solutions include the MasterManagerSM Program and the Marco Group Trust. Non-Discretionary Investment Consulting Services The Firm’s non-discretionary consulting services are primarily offered to private sector and governmental pension and welfare plans, and charitable and tax-exempt organizations. In general, these services include assisting in the formulation of investment policies, assisting in the development of appropriate asset allocations, recommending investment vehicles and managers, measuring and evaluating investment performance, conducting asset liability modeling, and conducting defined contribution plan assessments and vendor searches. The Firm provides these services alone or in combination, and clients can choose to use any or all of these non-discretionary consulting services. The Firm earns fixed fees or asset-based fees for these services as described in