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Segal Advisors

SEC-registered adviser since 2002New York, NYCRD 114687

$50.2B
AUM
129
Clients
See fees
Fee
103
Advisory staff

From Form ADV filed 6 August 2026 · data retrieved 15 October 2026SEC record

Segal Advisors is an investment adviser headquartered in New York, New York, and registered with the SEC since 2002. Its clients include pension and profit-sharing plans, other clients, and pooled investment vehicles.

Its services include portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, and educational seminars. Fee arrangements include a percentage of assets under management, hourly charges, fixed fees and other arrangements. The Segal Group, Inc. owns 75% or more of Segal Advisors, and John Demairo is its CEO.

Clients

Segal Advisors serves 129 clients, 74 of them pension and profit-sharing plans. The average client has about $389 million with the firm.

Regulatory assets by client type
  • Pooled investment vehicles4 clients5%
  • Pension and profit-sharing plans74 clients87%
  • Other41 clients7%
  • OtherCharitable organizations, State or municipal government entities2%
Show client breakdown
Pooled investment vehicles
Clients
4
Regulatory AUM
$2,466,726,701
Share
4.9%
Avg. per client
$616.7M
Pension and profit-sharing plans
Clients
74
Regulatory AUM
$43,443,467,111
Share
86.6%
Avg. per client
$587.1M
Charitable organizations
Clients
4
Regulatory AUM
$209,616,461
Share
0.4%
Avg. per client
$52.4M
State or municipal government entities
Clients
6
Regulatory AUM
$747,097,971
Share
1.5%
Avg. per client
$124.5M
Other
Clients
41
Regulatory AUM
$3,285,391,996
Share
6.6%
Avg. per client
$80.1M

Total

Clients
129
Regulatory AUM
$50,152,300,240
Share
100%
Avg. per client
$388.8M

What it does

Segal Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, educational seminars and other activities. It is paid through a percentage of assets, hourly charges, fixed fees and other arrangements.

Segal Advisors advises 4 private funds.

25.7% of assets ($12.91B across 87 accounts) are managed with discretion; $37.24B across 42 accounts are not. 0% of clients are outside the U.S., and 654 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Funds74%
    • Pooled vehicles67%
    • Registered funds7%
  • Cash2%
  • Other24%
    • Assets managed by third party managers appointed by us.24%

Custodians

Segal Advisors has custody of $47.25B for 112 clients.

Managed account assets by custodian
  • All other custodians$50.15B100%

Ownership and leadership

The Segal Group, Inc. owns 75% or more of Segal Advisors, and John Demairo is its CEO.

Who owns the firm
Segal Advisors, Inc.· the adviser

  • The Segal Group, Inc.

    Control person · since August 1969

    Owns 75% or more of Segal Advisors, Inc.

Leadership

  • John Demairo
    Director, Chief Executive Officer
  • Seth Almaliah
    Co President
  • Joseph Fristachi
    Senior Vice President, Chief Financial Officer & Treasurer
  • Steven Greenspan
    Senior Vice President, General Counsel, Corporate Secretary
  • John Marco
    Co-President
  • Diane McNally
    Senior Vice President
  • Jason Russell
    Senior Vice President
  • Amy Forebaugh
    Chief Compliance Officer
  • Jennifer Benz
    Director
  • David Blumenstein
    Director
  • Aldwin Frias
    Director
  • Mary Kirby
    Director
  • Stuart Lerner
    Director
  • Joseph Locicero
    Director
  • Andrew Sherman
    Director

Staff

  • 112 employees
  • 103 in advisory functions

Fees

Segal Advisors is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and other.

Segal Advisors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Segal Advisors has 15 offices (6 private residences, listed without an address), with 9 listed addresses across 8 states.

Listed office addresses by state

New York · 1 listed address

  • 66 Hudson BLVD E, New YorkHQ

Other business names

Segal Advisors has reported 1 other business name to the SEC.

  • Segal Marco Advisors

Registration details

Legal name
Segal Advisors, Inc.
Headquarters
66 Hudson BLVD E, New York, NY 10001-2192
Phone
212-251-5900
Website
Not reported
SEC file
801-61280
Structure
New York corporation
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Segal Advisors have?

Segal Advisors has 129 clients and manages $50.2 billion for them, as of August 2026. They include 74 pension and profit-sharing plans, 41 other clients and 6 state or municipal government entities.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 August 2026

What services does Segal Advisors offer?

Segal Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, educational seminars and other activities.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Segal Advisors have?

Segal Advisors has 0 investment adviser representatives registered with state securities authorities, out of 112 employees, and 103 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Segal Advisors invest in?

At the end of its last fiscal year, Segal Advisors’ separately managed accounts held 67% pooled vehicles (private funds and similar), 24% assets managed by third party managers appointed by us., 7% registered funds (mutual funds, ETFs, BDCs) and 2% cash and equivalents. It advises 4 private funds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Segal Advisors?

Segal Advisors’ direct owner is the Segal Group, Inc. (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 6 August 2026

How does Segal Advisors get paid?

Segal Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and other arrangements. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 6 August 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 114687.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Segal Advisors, Inc. and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.