The SEGAL ADVISORS is a privately held investment adviser that advises $46.87Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. SEGAL ADVISORS 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 increased by 88.64% over the last 5-years.
The Group has been registered with the SEC for 23.84 years and is comprised of 1 filing and 0 relying advisers. They operate out of 11 office locations with their Headquarters at 66 HUDSON BLVD E, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 11 US and Non-US bodies.
They have 112 employees comprised of 103 investment and 9 non-investment staff. The total number of Employees decreased by 2.61% over the last 5-years.
Their $46.87Bn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 84 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $43.44Bn or 92.69% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $2.47Bn or 5.27% of Total Assets.
The Group's top investment strategies include Fund of Funds, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are Pension and Profit Sharing Plans-Private and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 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 and management fees.
SEGAL ADVISORS names 14 sub-advisers BARROW HANLEY GLOBAL INVESTORS, BOSTON TRUST WALDEN INC., BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC, BRIGADE CAPITAL MANAGEMENT, LP, LOOMIS, SAYLES & COMPANY, L.P., MELLON INVESTMENTS CORPORATION, MERGANSER CAPITAL MANAGEMENT, LLC, NEW YORK LIFE INVESTMENT MANAGEMENT LLC, PACIFIC INVESTMENT MANAGEMENT COMPANY LLC, PARAMETRIC PORTFOLIO ASSOCIATES, RBC GLOBAL ASSET MANAGEMENT (U.S.) INC., ROBERT W. BAIRD & CO. INCORPORATED, SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC, WELLINGTON MANAGEMENT COMPANY LLP to 4 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.