# MERCER INVESTMENTS LLC

MERCER INVESTMENTS LLC of BOSTON, MA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 133449
- Type: SEC-registered investment adviser
- SEC file number: 801-63730
- Location: 99 HIGH STREET, BOSTON, MA, 02110
- Phone: 617-747-9500
- Latest filing: 2026-07-27
- Regulatory AUM: $226.0B
- Discretionary AUM: $220.3B
- Non-discretionary AUM: $5.8B
- Clients: 714
- Accounts: 1,417

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance, Other
- Clients served: High net worth, Pooled vehicles, Pensions, Charities, Corporations, Investment cos, Other

## Officers, owners & control persons (64)

_Showing 25 of 64 people._

| Name | Role | Location |
| --- | --- | --- |
| Joseph Scott | CHIEF OPERATING OFFICER; DIRECTOR | Brillion, WI |
| Ferdinand Gerhard Jahnel | TREASURER | — |
| Stephen Michael Gouthro | DIRECTOR | — |
| Caroline Locke Harrington Hulme | SECRETARY & SENIOR COUNSEL | — |
| Tammy Yoo Choe | CHIEF COMPLIANCE OFFICER | — |
| Marc David Cordover | PRESIDENT & DIRECTOR | — |
| Brandi Lyn Wust | CHIEF CLIENT OFFICER | — |
| Susan Alice Potter | DIRECTOR | — |
| Anne Marie Schultz | CHIEF COMMERCIAL OFFICER | — |
| Jon Daniel Gezotis | CHIEF OPERATING OFFICER | — |
| Olaolu Olayinka Aganga | CHIEF INVESTMENT OFFICER | — |
| BROWN ANTHONY WAYNE | VICE PRESIDENT | — |
| GILBERT MARK JAMES | CHIEF COMPLIANCE OFFICER | — |
| GOLDENBERG DAVID MARK | ASSISTANT SECRETARY; CHIEF COUNSEL, SECRETARY; SECRETARY (+1 more) | — |
| NUZUM RICHARD LANGDON | DIRECTOR; DIRECTOR & PRESIDENT; PRESIDENT & DIRECTOR | — |
| WOLIN MARTIN JOEL | CHIEF COMPLIANCE OFFICER | — |
| PERCELLA DANIEL L | TREASURER | — |
| PHELAN LISA DONOGHUE | CHIEF COMPLIANCE OFFICER | — |
| VENKATARAMAN RAVI BHAVANI | DIRECTOR; DIRECTOR & CHIEF INVESTMENT OFFICER; DIRECTOR & VICE PRESIDENT (+1 more) | — |
| O'NEILL DIANE MARIE | DIRECTOR | — |
| DE CRISTO PHILLIP J | DIRECTOR; PRESIDENT & DIRECTOR | — |
| LISZEWSKI STEVEN GARY | DIRECTOR & TREASURER | — |
| LAROSE DENIS ALBERT | CHIEF INVESTMENT OFFICER | — |
| CROTTY KENNETH BRIAN | PRESIDENT; VICE PRESIDENT | — |
| LAROCHELLE MARCEL | DIRECTOR | — |


## Disclosures (5)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2020-07-21 | civil | PLAINTIFFS ALLEGE BREACH OF FIDUCIARY DUTY BY DEFENDANTS IN CONNECTION WITH THE INVESTMENT OF KENTUCKY RETIREMENT SYSTEM PENSION ASSETS IN CERTAIN HEDGE FUND INVESTMENTS. | Pending | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/133449/brochure
- Similar advisers: https://search.stillhousedata.com/firm/133449/similar
- Related entities: https://search.stillhousedata.com/firm/133449/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/133449

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.