Data / Investment advisers / Massachusetts / Marsh Investments US LLC
Marsh Investments US LLC, Boston, MA: $226 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Marsh Investments US LLC is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $226 billion in regulatory assets under management in its Form ADV filed October 27, 2026. Its clients include pension and profit sharing plans, charitable organizations and investment companies. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 41 private funds.
The request: Watch Marsh Investments US LLC (CRD number 133449): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 133449
- SEC file number
- 801-63730
- SEC status
- Approved, effective January 3, 2005
- Main office
- 99 High Street, Boston, MA 02110
- Phone
- (617) 747-9500
- Regulatory AUM
- $226,040,693,134 in the Form ADV filed October 27, 2026
- Discretionary AUM
- $220,286,617,428
- Non discretionary AUM
- $5,754,075,706
- Accounts
- 1,417
- Employees
- 714, of which 662 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, performance based fees, other fees
- Private funds
- 41: 24 private equity funds, 12 other private funds, 5 hedge funds
- Gross assets of private funds
- $19,872,453,340
- Other offices
- 25
- Form ADV Item 11 disclosures
- Reported: civil court actions
- 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 | 312 | $139.87 billion |
| Charitable organizations | 1,034 | $62.56 billion |
| Investment companies | 6 | $11.02 billion |
| Pooled investment vehicles | 35 | $9.89 billion |
| State or municipal government entities | Fewer than 5 | $483.5 million |
| Insurance companies | Fewer than 5 | $347.1 million |
| Corporations or other businesses | Fewer than 5 | $15.5 million |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $2.3 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 | $226.04 billion | March 31, 2026 |
| December 1, 2025 | $202.62 billion | August 20, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Columbia Management Investment Advisers, LLC | Boston | $502.40 billion | 12 | adviserinfo.sec.gov |
| Loomis, Sayles & Company, L.P. | Boston | $386.88 billion | 5 | adviserinfo.sec.gov |
| Arrowstreet Capital, Limited Partnership | Boston | $351.32 billion | 39 | adviserinfo.sec.gov |
| Cambridge Associates, LLC | Boston | $326.70 billion | 92 | adviserinfo.sec.gov |
| Manulife Investment Management (US) LLC | Boston | $228.04 billion | Not listed | adviserinfo.sec.gov |
| John Hancock Investment Management LLC | Boston | $212.05 billion | Not listed | adviserinfo.sec.gov |
| Harbourvest Partners, LLC | Boston | $191.18 billion | 311 | adviserinfo.sec.gov |
| Acadian Asset Management | Boston | $177.46 billion | 47 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with Over $100 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving charitable organizations
- Advisers that manage private funds
- Marsh Investments US 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.