SEGAL ADVISORS, INC.
Legal name: SEGAL MARCO ADVISORS
CRD #114687 SEC #801-61280 NEW YORK, NY 212-251-5900
SEC Registered Private Funds
Total AUM
$37.5B
Discretionary
$11.3B
Employees
112
Clients
--
Accounts
120
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $37.5B | $11.3B | $26.2B | 112 | 740 |
| Sep 2025 | $37.5B | $11.3B | $26.2B | 112 | 740 |
| Jun 2025 | $37.5B | $11.3B | $26.2B | 112 | 740 |
| Mar 2025 | $37.5B | $11.3B | $26.2B | 112 | 740 |
| Jul 2024 | $31.9B | $11.5B | $20.4B | 116 | 754 |
| Mar 2024 | $31.9B | $11.5B | $20.4B | 116 | 754 |
| Jun 2023 | $26.2B | $8.9B | $17.4B | 116 | 754 |
| Jun 2023 | $26.2B | $8.9B | $17.4B | 116 | 754 |
| Mar 2023 | $26.2B | $8.9B | $17.4B | 116 | 754 |
| Jun 2022 | $29.9B | $11.8B | $18.2B | 107 | 758 |
| May 2022 | $29.9B | $11.8B | $18.2B | 107 | 758 |
| Mar 2022 | $29.9B | $11.8B | $18.2B | 107 | 758 |
| Mar 2022 | $27.3B | $10.5B | $16.9B | 115 | 745 |
| Jun 2021 | $27.3B | $10.5B | $16.9B | 115 | 745 |
| Apr 2021 | $27.3B | $10.5B | $16.9B | 115 | 745 |
| Apr 2021 | $27.3B | $10.5B | $16.9B | 115 | 745 |
| Mar 2021 | $27.3B | $10.5B | $16.9B | 115 | 745 |
| Jan 2021 | $27.1B | $11.9B | $15.1B | 115 | 745 |
| Jun 2020 | $27.1B | $11.9B | $15.1B | 115 | 745 |
| Mar 2020 | $27.1B | $11.9B | $15.1B | 115 | 745 |
| Jul 2019 | $21.9B | $11.2B | $10.7B | 115 | 726 |
| Mar 2019 | $21.9B | $11.2B | $10.7B | 115 | 726 |
| Oct 2018 | $21.2B | $11.2B | $10.1B | 133 | 770 |
| Jul 2018 | $21.2B | $11.2B | $10.1B | 133 | 770 |
| May 2018 | $21.2B | $11.2B | $10.1B | 133 | 770 |
| Mar 2018 | $21.2B | $11.2B | $10.1B | 133 | 770 |
| May 2017 | $15.5B | $9B | $6.5B | 139 | 1,000 |
| Apr 2017 | $15.5B | $9B | $6.5B | 139 | 1,000 |
| Mar 2017 | $15.5B | $9B | $6.5B | 139 | 1,000 |
| Jan 2017 | $15.1B | $8.8B | $6.3B | 139 | 1,000 |
| Jan 2017 | $4.2B | $4.2B | $0 | 101 | 600 |
| Nov 2016 | $4.2B | $4.2B | $0 | 101 | 600 |
| Mar 2016 | $4.7B | $4.7B | $0 | 101 | 600 |
| Mar 2015 | $4B | $4B | $0 | 101 | 600 |
| May 2014 | $11.8B | $11.8B | $0 | 99 | 300 |
| Apr 2014 | $11.8B | $11.8B | $0 | 99 | 300 |
| Mar 2014 | $11.8B | $11.8B | $0 | 99 | 300 |
| Nov 2013 | $10.7B | $10.7B | $0 | 103 | 300 |
| Apr 2013 | $10.7B | $10.7B | $0 | 103 | 300 |
| Apr 2013 | $10.7B | $10.7B | $0 | 103 | 300 |
| Sep 2012 | $10.3B | $10.3B | $0 | 11 | 300 |
| Apr 2012 | $10.3B | $10.3B | $0 | 11 | 300 |
| Mar 2012 | $10.3B | $10.3B | $0 | 11 | 300 |
| Nov 2011 | $185M | $185M | $0 | -- | -- |
| Mar 2011 | $185M | $185M | $0 | -- | -- |
DateSep 2025
Total AUM$37.5B
Discretionary$11.3B
Non-Disc.$26.2B
Employees112
Clients740
DateSep 2025
Total AUM$37.5B
Discretionary$11.3B
Non-Disc.$26.2B
Employees112
Clients740
DateJun 2025
Total AUM$37.5B
Discretionary$11.3B
Non-Disc.$26.2B
Employees112
Clients740
DateMar 2025
Total AUM$37.5B
Discretionary$11.3B
Non-Disc.$26.2B
Employees112
Clients740
DateJul 2024
Total AUM$31.9B
Discretionary$11.5B
Non-Disc.$20.4B
Employees116
Clients754
DateMar 2024
Total AUM$31.9B
Discretionary$11.5B
Non-Disc.$20.4B
Employees116
Clients754
DateJun 2023
Total AUM$26.2B
Discretionary$8.9B
Non-Disc.$17.4B
Employees116
Clients754
DateJun 2023
Total AUM$26.2B
Discretionary$8.9B
Non-Disc.$17.4B
Employees116
Clients754
DateMar 2023
Total AUM$26.2B
Discretionary$8.9B
Non-Disc.$17.4B
Employees116
Clients754
DateJun 2022
Total AUM$29.9B
Discretionary$11.8B
Non-Disc.$18.2B
Employees107
Clients758
DateMay 2022
Total AUM$29.9B
Discretionary$11.8B
Non-Disc.$18.2B
Employees107
Clients758
DateMar 2022
Total AUM$29.9B
Discretionary$11.8B
Non-Disc.$18.2B
Employees107
Clients758
DateMar 2022
Total AUM$27.3B
Discretionary$10.5B
Non-Disc.$16.9B
Employees115
Clients745
DateJun 2021
Total AUM$27.3B
Discretionary$10.5B
Non-Disc.$16.9B
Employees115
Clients745
DateApr 2021
Total AUM$27.3B
Discretionary$10.5B
Non-Disc.$16.9B
Employees115
Clients745
DateApr 2021
Total AUM$27.3B
Discretionary$10.5B
Non-Disc.$16.9B
Employees115
Clients745
DateMar 2021
Total AUM$27.3B
Discretionary$10.5B
Non-Disc.$16.9B
Employees115
Clients745
DateJan 2021
Total AUM$27.1B
Discretionary$11.9B
Non-Disc.$15.1B
Employees115
Clients745
DateJun 2020
Total AUM$27.1B
Discretionary$11.9B
Non-Disc.$15.1B
Employees115
Clients745
DateMar 2020
Total AUM$27.1B
Discretionary$11.9B
Non-Disc.$15.1B
Employees115
Clients745
DateJul 2019
Total AUM$21.9B
Discretionary$11.2B
Non-Disc.$10.7B
Employees115
Clients726
DateMar 2019
Total AUM$21.9B
Discretionary$11.2B
Non-Disc.$10.7B
Employees115
Clients726
DateOct 2018
Total AUM$21.2B
Discretionary$11.2B
Non-Disc.$10.1B
Employees133
Clients770
DateJul 2018
Total AUM$21.2B
Discretionary$11.2B
Non-Disc.$10.1B
Employees133
Clients770
DateMay 2018
Total AUM$21.2B
Discretionary$11.2B
Non-Disc.$10.1B
Employees133
Clients770
DateMar 2018
Total AUM$21.2B
Discretionary$11.2B
Non-Disc.$10.1B
Employees133
Clients770
DateMay 2017
Total AUM$15.5B
Discretionary$9B
Non-Disc.$6.5B
Employees139
Clients1,000
DateApr 2017
Total AUM$15.5B
Discretionary$9B
Non-Disc.$6.5B
Employees139
Clients1,000
DateMar 2017
Total AUM$15.5B
Discretionary$9B
Non-Disc.$6.5B
Employees139
Clients1,000
DateJan 2017
Total AUM$15.1B
Discretionary$8.8B
Non-Disc.$6.3B
Employees139
Clients1,000
DateJan 2017
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees101
Clients600
DateNov 2016
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees101
Clients600
DateMar 2016
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees101
Clients600
DateMar 2015
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees101
Clients600
DateMay 2014
Total AUM$11.8B
Discretionary$11.8B
Non-Disc.$0
Employees99
Clients300
DateApr 2014
Total AUM$11.8B
Discretionary$11.8B
Non-Disc.$0
Employees99
Clients300
DateMar 2014
Total AUM$11.8B
Discretionary$11.8B
Non-Disc.$0
Employees99
Clients300
DateNov 2013
Total AUM$10.7B
Discretionary$10.7B
Non-Disc.$0
Employees103
Clients300
DateApr 2013
Total AUM$10.7B
Discretionary$10.7B
Non-Disc.$0
Employees103
Clients300
DateApr 2013
Total AUM$10.7B
Discretionary$10.7B
Non-Disc.$0
Employees103
Clients300
DateSep 2012
Total AUM$10.3B
Discretionary$10.3B
Non-Disc.$0
Employees11
Clients300
DateApr 2012
Total AUM$10.3B
Discretionary$10.3B
Non-Disc.$0
Employees11
Clients300
DateMar 2012
Total AUM$10.3B
Discretionary$10.3B
Non-Disc.$0
Employees11
Clients300
DateNov 2011
Total AUM$185M
Discretionary$185M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$185M
Discretionary$185M
Non-Disc.$0
Employees--
Clients--