MERCER INVESTMENTS LLC
CRD #133449 SEC #801-63730 BOSTON, MA 617-747-9500
SEC Registered Private Funds Disclosures
Total AUM
$202.6B
Discretionary
$192.9B
Employees
771
Clients
--
Accounts
1,464
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $202.6B | $192.9B | $9.7B | 771 | 1,013 |
| Mar 2025 | $202.6B | $192.9B | $9.7B | 771 | 1,013 |
| Jul 2024 | $129.8B | $123.2B | $6.6B | 657 | 1,064 |
| Mar 2024 | $129.8B | $123.2B | $6.6B | 657 | 1,064 |
| Jan 2024 | $122.5B | $117.1B | $5.4B | 674 | 1,048 |
| Jul 2023 | $122.5B | $117.1B | $5.4B | 674 | 1,048 |
| Jul 2023 | $122.5B | $117.1B | $5.4B | 674 | 1,048 |
| Apr 2023 | $122.5B | $117.1B | $5.4B | 674 | 1,048 |
| Apr 2023 | $122.5B | $117.1B | $5.4B | 674 | 1,048 |
| Mar 2023 | $122.5B | $117.1B | $5.4B | 674 | 1,048 |
| Jan 2023 | $147.5B | $142.9B | $4.6B | 677 | 1,140 |
| Jan 2023 | $147.5B | $142.9B | $4.6B | 677 | 1,140 |
| Oct 2022 | $147.5B | $142.9B | $4.6B | 677 | 1,140 |
| Mar 2022 | $147.5B | $142.9B | $4.6B | 677 | 1,140 |
| Nov 2021 | $133.1B | $129.9B | $3.2B | 647 | 1,161 |
| Aug 2021 | $133.1B | $129.9B | $3.2B | 647 | 1,161 |
| Mar 2021 | $133.1B | $129.9B | $3.2B | 647 | 1,161 |
| Jun 2020 | $114.6B | $109.9B | $4.7B | 667 | 1,055 |
| May 2020 | $114.6B | $109.9B | $4.7B | 667 | 1,055 |
| Mar 2020 | $114.6B | $109.9B | $4.7B | 667 | 1,055 |
| Dec 2019 | $94.9B | $89.8B | $5.1B | 675 | 809 |
| Jul 2019 | $94.9B | $89.8B | $5.1B | 675 | 809 |
| Jun 2019 | $94.9B | $89.8B | $5.1B | 675 | 809 |
| May 2019 | $94.9B | $89.8B | $5.1B | 675 | 809 |
| Mar 2019 | $94.9B | $89.8B | $5.1B | 675 | 809 |
| Dec 2018 | $78B | $77.2B | $865.5M | 205 | 20 |
| Aug 2018 | $78B | $77.2B | $865.5M | 205 | 20 |
| Jul 2018 | $78B | $77.2B | $865.5M | 205 | 20 |
| May 2018 | $78B | $77.2B | $865.5M | 205 | 20 |
| Mar 2018 | $78B | $77.2B | $865.5M | 205 | 20 |
| Jun 2017 | $50.3B | $49.5B | $798M | 176 | 200 |
| Mar 2017 | $50.3B | $49.5B | $798M | 176 | 200 |
| Jan 2017 | $53.9B | $53.7B | $159.5M | 136 | 200 |
| May 2016 | $53.9B | $53.7B | $159.5M | 136 | 200 |
| Mar 2016 | $53.9B | $53.7B | $159.5M | 136 | 200 |
| Apr 2015 | $48B | $47.9B | $113.8M | 84 | 200 |
| Apr 2015 | $48B | $47.9B | $113.8M | 84 | 200 |
| Mar 2015 | $48B | $47.9B | $113.8M | 84 | 200 |
| Mar 2015 | $40.8B | $40.7B | $58.4M | 85 | 200 |
| Dec 2014 | $40.8B | $40.7B | $58.4M | 85 | 200 |
| Mar 2014 | $40.8B | $40.7B | $58.4M | 85 | 200 |
| Feb 2014 | $18.4B | $18.4B | $0 | 82 | 26 |
| Dec 2013 | $18.4B | $18.4B | $0 | 82 | 26 |
| Dec 2013 | $18.4B | $18.4B | $0 | 82 | 26 |
| Jul 2013 | $18.4B | $18.4B | $0 | 82 | 26 |
| Apr 2013 | $18.4B | $18.4B | $0 | 82 | 26 |
| Feb 2013 | $14.5B | $14.5B | $0 | 46 | 26 |
| Jan 2013 | $14.5B | $14.5B | $0 | 46 | 26 |
| Jan 2013 | $14.5B | $14.5B | $0 | 46 | 26 |
| Jan 2013 | $14.5B | $14.5B | $0 | 46 | 26 |
| Oct 2012 | $14.5B | $14.5B | $0 | 51 | 26 |
| Apr 2012 | $14.5B | $14.5B | $0 | 51 | 26 |
| Mar 2012 | $14.5B | $14.5B | $0 | 51 | 26 |
| Dec 2011 | $12.5B | $12.5B | $0 | 51 | 26 |
| Nov 2011 | $12.5B | $12.5B | $0 | 51 | 26 |
| Mar 2011 | $12.5B | $12.5B | $0 | 51 | -- |
| Jan 2011 | $6B | $6B | $0 | -- | -- |
| Sep 2008 | $4.3B | $4.3B | $0 | -- | -- |
| Mar 2008 | $4.3B | $4.3B | $0 | -- | -- |
| Dec 2007 | $2.6B | $2.6B | $0 | -- | -- |
| Sep 2007 | $2.6B | $2.6B | $0 | -- | -- |
| Mar 2007 | $2.6B | $2.6B | $0 | -- | -- |
| Jun 2005 | $35.8M | $35.8M | $0 | -- | -- |
DateAug 2025
Total AUM$202.6B
Discretionary$192.9B
Non-Disc.$9.7B
Employees771
Clients1,013
DateMar 2025
Total AUM$202.6B
Discretionary$192.9B
Non-Disc.$9.7B
Employees771
Clients1,013
DateJul 2024
Total AUM$129.8B
Discretionary$123.2B
Non-Disc.$6.6B
Employees657
Clients1,064
DateMar 2024
Total AUM$129.8B
Discretionary$123.2B
Non-Disc.$6.6B
Employees657
Clients1,064
DateJan 2024
Total AUM$122.5B
Discretionary$117.1B
Non-Disc.$5.4B
Employees674
Clients1,048
DateJul 2023
Total AUM$122.5B
Discretionary$117.1B
Non-Disc.$5.4B
Employees674
Clients1,048
DateJul 2023
Total AUM$122.5B
Discretionary$117.1B
Non-Disc.$5.4B
Employees674
Clients1,048
DateApr 2023
Total AUM$122.5B
Discretionary$117.1B
Non-Disc.$5.4B
Employees674
Clients1,048
DateApr 2023
Total AUM$122.5B
Discretionary$117.1B
Non-Disc.$5.4B
Employees674
Clients1,048
DateMar 2023
Total AUM$122.5B
Discretionary$117.1B
Non-Disc.$5.4B
Employees674
Clients1,048
DateJan 2023
Total AUM$147.5B
Discretionary$142.9B
Non-Disc.$4.6B
Employees677
Clients1,140
DateJan 2023
Total AUM$147.5B
Discretionary$142.9B
Non-Disc.$4.6B
Employees677
Clients1,140
DateOct 2022
Total AUM$147.5B
Discretionary$142.9B
Non-Disc.$4.6B
Employees677
Clients1,140
DateMar 2022
Total AUM$147.5B
Discretionary$142.9B
Non-Disc.$4.6B
Employees677
Clients1,140
DateNov 2021
Total AUM$133.1B
Discretionary$129.9B
Non-Disc.$3.2B
Employees647
Clients1,161
DateAug 2021
Total AUM$133.1B
Discretionary$129.9B
Non-Disc.$3.2B
Employees647
Clients1,161
DateMar 2021
Total AUM$133.1B
Discretionary$129.9B
Non-Disc.$3.2B
Employees647
Clients1,161
DateJun 2020
Total AUM$114.6B
Discretionary$109.9B
Non-Disc.$4.7B
Employees667
Clients1,055
DateMay 2020
Total AUM$114.6B
Discretionary$109.9B
Non-Disc.$4.7B
Employees667
Clients1,055
DateMar 2020
Total AUM$114.6B
Discretionary$109.9B
Non-Disc.$4.7B
Employees667
Clients1,055
DateDec 2019
Total AUM$94.9B
Discretionary$89.8B
Non-Disc.$5.1B
Employees675
Clients809
DateJul 2019
Total AUM$94.9B
Discretionary$89.8B
Non-Disc.$5.1B
Employees675
Clients809
DateJun 2019
Total AUM$94.9B
Discretionary$89.8B
Non-Disc.$5.1B
Employees675
Clients809
DateMay 2019
Total AUM$94.9B
Discretionary$89.8B
Non-Disc.$5.1B
Employees675
Clients809
DateMar 2019
Total AUM$94.9B
Discretionary$89.8B
Non-Disc.$5.1B
Employees675
Clients809
DateDec 2018
Total AUM$78B
Discretionary$77.2B
Non-Disc.$865.5M
Employees205
Clients20
DateAug 2018
Total AUM$78B
Discretionary$77.2B
Non-Disc.$865.5M
Employees205
Clients20
DateJul 2018
Total AUM$78B
Discretionary$77.2B
Non-Disc.$865.5M
Employees205
Clients20
DateMay 2018
Total AUM$78B
Discretionary$77.2B
Non-Disc.$865.5M
Employees205
Clients20
DateMar 2018
Total AUM$78B
Discretionary$77.2B
Non-Disc.$865.5M
Employees205
Clients20
DateJun 2017
Total AUM$50.3B
Discretionary$49.5B
Non-Disc.$798M
Employees176
Clients200
DateMar 2017
Total AUM$50.3B
Discretionary$49.5B
Non-Disc.$798M
Employees176
Clients200
DateJan 2017
Total AUM$53.9B
Discretionary$53.7B
Non-Disc.$159.5M
Employees136
Clients200
DateMay 2016
Total AUM$53.9B
Discretionary$53.7B
Non-Disc.$159.5M
Employees136
Clients200
DateMar 2016
Total AUM$53.9B
Discretionary$53.7B
Non-Disc.$159.5M
Employees136
Clients200
DateApr 2015
Total AUM$48B
Discretionary$47.9B
Non-Disc.$113.8M
Employees84
Clients200
DateApr 2015
Total AUM$48B
Discretionary$47.9B
Non-Disc.$113.8M
Employees84
Clients200
DateMar 2015
Total AUM$48B
Discretionary$47.9B
Non-Disc.$113.8M
Employees84
Clients200
DateMar 2015
Total AUM$40.8B
Discretionary$40.7B
Non-Disc.$58.4M
Employees85
Clients200
DateDec 2014
Total AUM$40.8B
Discretionary$40.7B
Non-Disc.$58.4M
Employees85
Clients200
DateMar 2014
Total AUM$40.8B
Discretionary$40.7B
Non-Disc.$58.4M
Employees85
Clients200
DateFeb 2014
Total AUM$18.4B
Discretionary$18.4B
Non-Disc.$0
Employees82
Clients26
DateDec 2013
Total AUM$18.4B
Discretionary$18.4B
Non-Disc.$0
Employees82
Clients26
DateDec 2013
Total AUM$18.4B
Discretionary$18.4B
Non-Disc.$0
Employees82
Clients26
DateJul 2013
Total AUM$18.4B
Discretionary$18.4B
Non-Disc.$0
Employees82
Clients26
DateApr 2013
Total AUM$18.4B
Discretionary$18.4B
Non-Disc.$0
Employees82
Clients26
DateFeb 2013
Total AUM$14.5B
Discretionary$14.5B
Non-Disc.$0
Employees46
Clients26
DateJan 2013
Total AUM$14.5B
Discretionary$14.5B
Non-Disc.$0
Employees46
Clients26
DateJan 2013
Total AUM$14.5B
Discretionary$14.5B
Non-Disc.$0
Employees46
Clients26
DateJan 2013
Total AUM$14.5B
Discretionary$14.5B
Non-Disc.$0
Employees46
Clients26
DateOct 2012
Total AUM$14.5B
Discretionary$14.5B
Non-Disc.$0
Employees51
Clients26
DateApr 2012
Total AUM$14.5B
Discretionary$14.5B
Non-Disc.$0
Employees51
Clients26
DateMar 2012
Total AUM$14.5B
Discretionary$14.5B
Non-Disc.$0
Employees51
Clients26
DateDec 2011
Total AUM$12.5B
Discretionary$12.5B
Non-Disc.$0
Employees51
Clients26
DateNov 2011
Total AUM$12.5B
Discretionary$12.5B
Non-Disc.$0
Employees51
Clients26
DateMar 2011
Total AUM$12.5B
Discretionary$12.5B
Non-Disc.$0
Employees51
Clients--
DateJan 2011
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees--
Clients--
DateSep 2008
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees--
Clients--
DateDec 2007
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees--
Clients--
DateSep 2007
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees--
Clients--
DateJun 2005
Total AUM$35.8M
Discretionary$35.8M
Non-Disc.$0
Employees--
Clients--