Asset manager · New York, NY
Segal Marco Advisors
Segal Advisors, Inc. · SEC-registered investment adviser · CRD 114687 · SEC 801-61280
At a glance
Segal Marco Advisors is an SEC-registered investment adviser based in New York, New York, with $50.2 billion in regulatory assets under management as of its Form ADV filed August 6, 2026. Its largest client group by assets is pension and profit sharing plans. By Form ADV it is a asset manager, ranked 208th of 3,218 asset managers and 431st of 17,210 SEC-registered advisers by assets.
Main office 212-251-5900segalmarco.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $50B
- Rank among asset managers
- #208 of 3,218
- Rank among all SEC RIAs
- #431 of 17,210
- Rank in New York
- #114 of 2,591
- Clients
- 129
- Accounts
- 129
- Discretionary
- 26% of AUM
- Employees
- 112
- Advisory staff
- 103
- Offices
- 16
Owners and executives on its Form ADV
- John R. DemairoDirector, Chief Executive Officer
- Joseph A. LociceroDirector
- David BlumensteinDirector
- Stuart LernerDirector
- Andrew D ShermanDirector
- Jennifer BenzDirector
- Steven C. GreenspanSenior Vice President, General Counsel, Corporate Secretary
- Mary P. KirbyDirector
- Joseph M. FristachiSenior Vice President, Chief Financial Officer & Treasurer
- Aldwin P. FriasDirector
- Amy C. ForebaughChief Compliance Officer
- Jason L. RussellSenior Vice President
Custody and brokerage
Custodian
Segal Marco Advisors’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 74 | $43B | 87% |
| Other | 41 | $3.3B | 7% |
| Pooled investment vehicles | 4 | $2.5B | 5% |
| State or municipal government entities | 6 | $747M | 1% |
| Charitable organizations | 4 | $210M | <1% |
Private funds
Segal Marco Advisors reports 4 private funds with $2.5B in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Segal Marco Advisors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Periodicals or newsletters
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗segalmarco.com ↗
AtlasMembers
The full record on Segal Marco Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
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- Rank against 302 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 15 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Segal Marco Advisors manage?
Segal Marco Advisors reports $50.2 billion in regulatory assets under management across 129 accounts, 26% of it on a discretionary basis, on its Form ADV filed August 6, 2026.
What kind of firm is Segal Marco Advisors?
Segal Marco Advisors is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Segal Marco Advisors’s clients?
By assets, its largest client types are pension and profit sharing plans ($43.4 billion, 74 clients); other ($3.3 billion, 41 clients); pooled investment vehicles ($2.5 billion, 4 clients).
Does Segal Marco Advisors manage private funds?
Yes. It reports 4 private funds with $2.5 billion in gross assets, including other private funds.
Does Segal Marco Advisors have any disciplinary history?
Segal Marco Advisors reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Segal Marco Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-06), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →