9AT: SEGAL MARCO ADVISORS

other names

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 19.18%
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)

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

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser SCOUT INVESTMENTS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund3.0b	Total Private Fund GAV3.0b	AUM29.0b	#Funds2
Adviser HIGHLAND ASSOCIATES INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund6.2b	Total Private Fund GAV6.2b	AUM23.6b	#Funds5
Adviser PGIM PRIVATE PLACEMENT INVESTORS, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund283.5m	Total Private Fund GAV283.5m	AUM25.7b	#Funds1
Adviser RESEARCH AFFILIATES	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund2.2m	Total Private Fund GAV2.2m	AUM28.4b	#Funds1
Adviser VONTOBEL ASSET MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund299.3m	Total Private Fund GAV299.3m	AUM28.0b	#Funds2
Adviser COLCHESTER GLOBAL INVESTORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund1.4b	Total Private Fund GAV1.4b	AUM21.9b	#Funds11
Adviser TOWNSEND HOLDINGS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund9.1b	Total Private Fund GAV9.1b	AUM22.1b	#Funds35
Adviser EARNEST PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund1.3b	Total Private Fund GAV1.3b	AUM35.3b	#Funds6
Adviser HERMES INVESTMENT MANAGEMENT LIMITED	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund171.7m	Total Private Fund GAV171.7m	AUM32.0b	#Funds1
Adviser WASATCH ADVISORS LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund34.9m	Total Private Fund GAV34.9m	AUM26.7b	#Funds1

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

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SEGAL MARCO ADVISORS

Adviser Profile

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Overview