Data / Investment advisers / New York / Marsh Investment Solutions LLC
Marsh Investment Solutions LLC, New York, NY: $2.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Marsh Investment Solutions LLC is an SEC registered investment adviser with its main office in New York, New York and reports $2.2 billion in regulatory assets under management in its Form ADV filed October 27, 2026. Its clients include pension and profit sharing plans, pooled investment vehicles and charitable organizations. It is paid through a percentage of assets under management, fixed fees and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 155919
- SEC file number
- 801-72076
- SEC status
- Approved, effective January 11, 2011
- Main office
- 1166 Avenue of the Americas, New York, NY 10036
- Phone
- (212) 345-7000
- Regulatory AUM
- $2,172,441,215 in the Form ADV filed October 27, 2026
- Discretionary AUM
- $2,160,729,521
- Non discretionary AUM
- $11,711,694
- Accounts
- 11
- Employees
- 38, of which 21 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 8 | $1.32 billion |
| Pooled investment vehicles | 2 | $833.3 million |
| Charitable organizations | 1 | $14.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.17 billion | March 30, 2026 |
| December 1, 2025 | $2.17 billion | June 30, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Brightshore Capital LP | New York | $2.19 billion | 25 | adviserinfo.sec.gov |
| DSC Meridian Capital LP | New York | $2.18 billion | 4 | adviserinfo.sec.gov |
| Clear Haven Capital Management, LLC | New York | $2.18 billion | 7 | adviserinfo.sec.gov |
| Catalio Capital Management, LP | New York | $2.18 billion | 23 | adviserinfo.sec.gov |
| Ascend Partners | New York | $2.18 billion | 16 | adviserinfo.sec.gov |
| Greenland Capital Management LP | New York | $2.15 billion | 1 | adviserinfo.sec.gov |
| Nexphase Capital, LP | New York | $2.14 billion | 9 | adviserinfo.sec.gov |
| RP Management, LLC | New York | $2.14 billion | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving pooled investment vehicles
- Marsh Investment Solutions LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.