The MARSH GROUP is a publicly held investment adviser that advises $237.09Bn in regulatory assets under management held in 3 SEC fund types across 6 investment strategies. MARSH GROUP is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets decreased by 19.24% over the last 5-years.
The Group has been registered with the SEC for 24.85 years and is comprised of 3 filing and 0 relying advisers. They operate out of 55 office locations with their Headquarters at 99 HIGH STREET, BOSTON, MASSACHUSETTS. The Group has been subject to regulatory enforcement actions. They are regulated by 24 US and Non-US bodies.
They have 944 employees comprised of 844 investment and 100 non-investment staff. The total number of Employees increased by 18.44% over the last 5-years.
Their $237.09Bn in assets advised are owned by 103 private funds, 10 public funds and BDCs and 3,914 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $140.29Bn or 59.17% of Total Assets and Charitable Organizations own $62.57Bn or 26.39% of Total Assets.
The Group's top investment strategies include Fund of Funds, Long/Short Equity and FI/Credit - Diverse, representing 57.92%, 24.63% and 14.19% of total assets, respectively.
They advise 8 types of clients, top clients are Pension and Profit Sharing Plans-Private and Charitable Organizations.
The Group uses 8 Fund Administrators, 3 Fund Auditors, 0 Prime Brokers, 8 Custodians and 4 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
MARSH GROUP names 16 sub-advisers ACADIAN ASSET MANAGEMENT, AMERICAN CENTURY INVESTMENT MANAGEMENT INC, CROSSMARK GLOBAL INVESTMENTS, INC., GW&K INVESTMENT MANAGEMENT, LLC, INCOME RESEARCH + MANAGEMENT, L&G - ASSET MANAGEMENT, AMERICA, LOGAN CIRCLE PARTNERS, L.P., LSV ASSET MANAGEMENT, MANULIFE INVESTMENT MANAGEMENT (US) LLC, METLIFE INVESTMENT MANAGEMENT, LLC, NISA INVESTMENT ADVISORS, LLC, PGIM, INC., T. ROWE PRICE ASSOCIATES, INC., VICTORY CAPITAL MANAGEMENT INC., WELLINGTON MANAGEMENT COMPANY LLP, WILLIAM BLAIR & COMPANY L.L.C. to 14 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.