Segal Marco Advisors

Overview

Segal Marco Advisors is a corporation focused on institutional advisory work and fund-related services. The firm, registered in 2002, serves institutional clients and is owned by a mix of domestic entities and individuals. Its operating model includes portfolio management across client types (individuals/small businesses, pooled vehicles and institutions), selection of other advisers, pension consulting services, and delivery of written research and educational seminars. Fee arrangements cover percentage-of-AUM, hourly and fixed fees, and other bespoke billing approaches. The firm is classified as an Other Fund Provider and is not marked as an active ESG investor. The firm’s activity profile shows active involvement with pooled investment vehicles and third-party manager selection rather than functioning primarily as a direct capital allocator. It publishes periodicals and runs workshops, which indicates a client-education component alongside portfolio and advisory services.

Assets & Accounts

Investments & Alternatives