Segal Marco Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated March 27, 2026, reports $50.2B in regulatory assets under management, 112 employees, 15 offices, and 129 accounts.
Top client segmentPension Plans represent 57.4% of total clients.
Top client categories% of clientsClients
1
Pension Plans
57.4%
74
2
OTHER BENEFIT PLANS; UNION; STRIKE/LOCKOUT FUNDS
31.8%
41
3
Government
4.7%
6
4
Pooled Investment Vehicles
3.1%
4
5
Charitable
3.1%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$50.2Bas of March 27, 2026
Discretionary25.7%
$12.9B
26% of total RAUM25.7%
Non-discretionary74.3%
$37.2B
74% of total RAUM74.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$50.2B
Total Accounts129
10Y AUM Change+$34.7B (+224.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees112
Clients per Employee1:1
10Y Employee Change-27 (-19.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.