Segal Advisors, Inc.
SEC-registered
Institutional / Pension Advisor · Large ($10B–$100B)
CRD 114687
· SEC file 801-61280
· New York, NY
· WWW.LINKEDIN.COM
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ADV data as of Jul 01, 2026
- Regulatory AUM
- $50.2B
- Discretionary
- $12.9B
- Clients
- 129
- Avg AUM / client
- $389M
- Accounts
- 129
- Employees
- 112
AUM over time
$4.0B
$50.2B
Dec 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 01, 2026
Asset allocation (SMA assets by investment type)
as of Jul 01, 2026
Pooled investment vehicles
$33.6B
67%
Other
$12.0B
24%
Registered investment companies (funds/ETFs)
$3.5B
7%
Cash & equivalents
$1.0B
2%
Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $2.5B | 4.92% |
| Pension and profit sharing plans | 74 | $43.4B | 86.6% |
| Charitable organizations | 4 | $210M | 0.42% |
| State or municipal government entities | 6 | $747M | 1.49% |
| Other | 41 | $3.3B | 6.55% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $1.8B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Equity Group Trust (A Trust Within The Marco Consulting Group Trust 1) | Other Private Fund | New York | $781M | 24 |
| Fixed Income Group Trust (A Fund Within The Marco Group Trust 1) | Other Private Fund | New York | $671M | 35 |
| Rcts Emerging Markets Equity Portfolio | Other Private Fund | Delaware | $332M | 9 |
| Rcts Emerging Markets Equity Sp Portfolio | Other Private Fund | Delaware | $23.5M | 1 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C. Showing first 100 of 229.
| Plan | Location | Plan year |
|---|---|---|
| Electrical Workers Deferred Income Plan Local 103, I.B.E.W. Joint Board Of Trustees, Electrical | 2024 | |
| Local Union No. 41 Ibew Annuity Fund Trustees Of Local No. 41 Ibew Annuity | 2024 | |
| Mid America Carpenters Regional Council Supplemental Retirement Plan Board Of Trustees Of Mid America Carp Reg Council Supplemental Retirem | 2024 | |
| New England Teamsters Pension Fund New England Teamsters Pension Fund | Burlington, MA | 2024 |
| League Atpam Pension Fund Board Of Trustees League Atpam Pension Fund | Pittsburgh, PA | 2024 |
| Treasurers And Ticket Sellers Local 751 Pension Fund Treasurers & Ticket Sellers Local 751 Pension Fund Bd Of Trustees | 2024 | |
| Treasurers And Ticket Sellers Local 751 Annuity Fund Treasurers & Ticket Sellers Local 751 Annuity Fund Bd Of Trustees | 2024 | |
| Local Union No. 124 I. B. E. W. Pension Trust Fund Ibew Local Union No. 124 Pension Trust Fund | 2024 | |
| United Food And Commercial Workers Local 1546 Pension Plan Board Of Trustees Of United Food & Commercial Wkrs Local 1546 Pension | 2024 | |
| Local 807 Labor Management Pension Fund Board Of Trustees Local 807 Labor Management Pension Fund | 2024 | |
| Local 807 Profit Sharing Plan Board Of Trustees Local 807 Profit Sharing Plan | 2024 | |
| Sdc League Pension Fund Board Of Trustees Sdc League Pension Fund | 2024 | |
| Jacksonville Plumbers And Pipefitters Pension Plan Trustees Of Jacksonville Plumbers And Pipefitters Pension Plan | 2024 | |
| Ibew Local 531 & Neca Money Purchase Pension Plan Trustees Of Ibew Local 531 & Neca Money Purchase Pension Plan | 2024 | |
| Western Glaziers Retirement Plan Board Of Trustees Of Western Glaziers Retirement Plan | 2024 | |
| Hotel Union And Hotel Industry Of Hawaii Pension Plan Board Of Trustees Of The Hotel Union & Hotel Industry Of Hawaii Pensio | 2024 | |
| Meat Cutters Union Local No. 88 And Food Employers Pension Trust Meat Cutters Union Local No. 88 And Food Employers Allied Industry Pen | 2024 | |
| Pacific Coast Roofers Pension Plan Board Of Trustees For Pacific Coast Roofers Pension Plan | 2024 | |
| Int'l Brotherhood Of Electrical Workers' Pension Benefit Fund International Brotherhood Of Electrical Workers' Pension Benefit Fund | 2024 | |
| Plumbers And Steamfitters Local No. 42 Pension Plan Board Of Trustees Of Plumbers And Steamfitters Local No. 42 Pension | 2024 | |
| Iron Workers District Council Of Western New York And Vicinity Annuity Fund Board Of Trustees Of Iwdc Of Wny And Vicinity Annuity Fund | 2024 | |
| Iron Workers' Locals No. 15 & 424 Annuity Plan Board Of Trustees Iron Workers' Locals No. 15 & 424 | 2024 | |
| United Mine Workers Of America 1985 Construction Workers Pension Plan Board Of Trustees Of The Umwa 1985 Construction Workers | Wheeling, WV | 2024 |
| Annuity Plan Ibew Local 96 Board Of Trustees Annuity Fund Ibew Local 96 | 2024 | |
| Pension Plan For Plumbers And Pipefitters Local Union No. 776 (Lima, Ohio) Board Of Trustees Pension Plan For Plumbers And Pipefitters Local 776 | 2024 | |
| Connecticut Pipetrades Local No. 777 Annuity Plan Connecticut Pipetrades Local No. 777 Annuity Fund | Wethersfield, CT | 2024 |
| Local No. 1 Pension Trust Fund Trustees Of Local 1 Pension Fund | 2024 | |
| Ufcw Int'l Union Albertsons Variable Annuity Pension Fund Trustees Of Ufcw Int'l Union Albertsons Variable Annuity Pension | Oak Brook, IL | 2024 |
| United Food & Commercial Workers Intl Union Industry Pension Fund Trustees Of Ufcw Int'l Union Industry Pension Fund | 2024 | |
| Metal Trades Branch Local 638 Pension Fund Metal Trades Branch Local 638 Pension Fund | 2024 | |
| International Union Of Operating Engineers Local 14 14 B Pension Fd Board Of Trustees I.U.O.E. Local 14 14 B Pension Fund | 2024 | |
| Plumbers And Steamfitters Local 396 Pension Fund Plumbers And Steamfitters Local 396 | 2024 | |
| Iron Workers L. No.12 Pension Fund Iron Workers Local No. 12 Pension Fund | Wallingford, CT | 2024 |
| I.B.E.W. Local 769 Management Pension Plan A Board Of Trustees I.B.E.W. Local 769 Mgmt Pension Plan A | Troy, MI | 2024 |
| National Elevator Industry Pension Plan National Elevator Industry Pension Plan Plan Board Of Trustees | 2024 | |
| Pension Fund Local 96 Ibew Board Of Trustees Pension Fund Local 96 Ibew | 2024 | |
| Iron Workers' Locals No. 15 & 424 Pension Plan Board Of Trustees Iron Workers' Locals No. 15 & 424 | 2024 | |
| Ufcw International Union Industry Variable Annuity Pension Plan Trustees Of The Ufcw International Union Industry Variable Annuity P | 2024 | |
| Hawaii Tapers' Annuity Plan Board Of Trustees Of Hawaii Tapers' Annuity Trust Fund | 2024 | |
| National Hockey League Retirement Plan United States National Hockey League | New York, NY | 2024 |
| Mid America Carpenters Regional Council Pension Fund Board Of Trustees Of Mid America Carpenters Regional Council Pension F | 2024 | |
| Northern Illinois Annuity Fund Northern Illinois Annuity Fund | Mercer Island, WA | 2024 |
| Sheet Metal Workers Local Union No.71 Annuity Fund Board Of Trustees Sheet Metal Workers Local No. 71 Annuity Fund | Buffalo, NY | 2024 |
| Ibew Local #241 Annuity Plan Ibew Local 241 | 2024 | |
| I.B.E.W. Local 241 Pension Plan Board Of Trustees Of I.B.E.W. Local 241 Pension Plan | 2024 | |
| I.B.E.W. Local #490 Annuity Plan Joint Board Of Trustee Of I.B.E.W. | 2024 | |
| I.B.E.W. Local 490 Pension Fund Joint Board Of Trustees Of I.B.E.W. 490 Pension | 2024 | |
| Ua Local 190 Defined Contribution Plan Joint Board Of Trustees Of The Ua Local 190 Defined Contribution Plan | 2024 | |
| Inland Pension Fund Board Of Trustees Inland Pension Fund | 2024 | |
| Sheet Metal Workers Local Union No 71 Pension Plan Board Of Trustees Sheet Metal Workers Local No. 71 Pension Plan | Buffalo, NY | 2024 |
| Nba Pension Plan For Coaches, Assistant Coaches And Trainers National Basketball Association | 2024 | |
| Ua Local 190 Pension Plan Joint Board Of Trustees Of The Ua Local 190 Pension Plan | 2024 | |
| Local No. 41 Ibew Pension Plan Trustees Of Local No. 41 Pension Plan | 2024 | |
| Northwest Sheet Metal Workers Pension Plan B Of T, Northwest Sheet Metal Workers Pension Plan | 2024 | |
| Ufcw Intl Union Pension Plan For Employees Executive Committee Of The U.F.C.W Intl Union | 2024 | |
| Iron Workers Local 17 Pension Fund Iron Workers Local 17 Pension Fund | Troy, MI | 2024 |
| I.B.E.W. Local 38 Pension Plan Ibew Local 38 Pension Plan | 2024 | |
| Building Laborers Local 310 Pension Fund Building Laborers 310 Pension Fund | 2024 | |
| Building Laborers Local 310 Annuity Fund Blding Laborers Local 310 Annuity | 2024 | |
| Electrical Workers Local No. 292 Defined Contribution And 401 K Plan Trustees Electrical Workers Local No.292 Defined Contribution And 401 K | 2024 | |
| United Union Of Roofers, Waterproofers And Allied Workers, Local No. 44 Pension Plan United Union Of Roofers, Waterproofers And Allied Workers, Local No. | 2024 | |
| Electrical Workers Local No. 292 Pension Plan Trustees Electrical Workers Local No.292 Pension Plan | 2024 | |
| Iron Workers Local 17 Annuity Fund Board Of Trustees Of Iron Workers Local 17 Annuity Fund | Troy, MI | 2024 |
| Hawaii Truckers Teamsters Union Pension Plan Trustees Of Hawaii Truckers Teamsters Union Pension Fund | Honolulu, HI | 2024 |
| Neca Ibew Memphis Retirement Plan Board Of Trustees Of Neca Ibew Memphis Retirement Plan | 2024 | |
| Local 584 Pension Trust Fund Board Of Trustees Of Local 584 Pension Trust Fund | New York, NY | 2024 |
| Carpenters Pension Trust Fund Of Kansas City Carpenters Pension Trust Fund Of Kansas City | 2024 | |
| Bac Local Union 15 Pension Fund Board Of Trustees Bac Local 15 Pension Fund | 2024 | |
| Bac Local Union 15 Supplemental Plan Board Of Trustees Bac Local 15 Pension Fund | 2024 | |
| Massachusetts Bricklayers & Masons Annuity Fund Massachusetts Bricklayers & Masons Annuity Fund | 2024 | |
| Sheet Metal Workers Local 17 Annuity Income Fund Sheet Metal Workers Local No. 17 Annuity Income Fund | 2024 | |
| Texas Iron Workers' Pension Plan Board Of Trustees, Texas Iron Workers' Pension Plan | 2024 | |
| Iron Workers Pension Trust Fund For Colorado Trustees Iron Workers Pension Trust Fund For Colorado | 2024 | |
| Local 868 I. B. Of T. Pension Fund Board Of Trustees Of Local 868 Ibt Pension Fund | Floral Park, NY | 2024 |
| Colorado Iron Workers Defined Contribution Fund Trustees Colorado Iron Workers Defined Contribution Fund | 2024 | |
| Colorado Iron Workers Individual Account Trust Fund Trustees Colorado Iron Workers Individual Account Trust Fund | 2024 | |
| Bac Local 23 North Shore Chapter Pension Fund Joint Board Of Trustees Of Bac Local 23 North Shore Chapter | 2024 | |
| Minneapolis Retail Meat Cutters And Food Handlers Pension Fund Board Of Trustees, Minneapolis Retail Meat Cutters | 2024 | |
| Teamsters Local 617 Pension Fund Board Of Trustees Of Teamsters Local 617 Pension Fund | 2024 | |
| National Basketball Association Players' Pension Plan Board Of Trustees Of Nba Players' Pension Plan | 2024 | |
| Iron Workers District Council Of So Oh & Vicinity Pension Trust Iron Workers District Council Of Southern Ohio & Vicinity | 2024 | |
| Local 816 Labor & Management Pension Trust Fund Board Of Trustees Of Local 816 Labor And Management Pension Trust Fund | Floral Park, NY | 2024 |
| Iron Workers District Council Of So Oh & Vicinity Annuity Trust Iron Workers District Council Of Southern Ohio & Vicinity | 2024 | |
| International Brotherhood Of Teamsters Union Local 710 Pension Fund Trustees Of I.B. Of T. Union Local 710 Pension Fund | 2024 | |
| Opeiu Locals 30 & 537 Retirement Fund Board Of Trustees, Opeiu Locals 30 & 537 | 2024 | |
| Ti Employees Pension Plan Texas Instruments Incorporated | 2024 | |
| Retirement Plan For Employees Of International Brotherhood Of Electrical Workers Local 134 Ibew Local Union No. 134 | 2024 | |
| I.U.O.E. Local 14 14 B Annuity Fund Board Of Trustees I.U.O.E. Local 14 14 B Annuity Fund | 2024 | |
| Engineers Agc Pension Plan Of The Inland Empire Engineers Agc Pension | Mercer Island, WA | 2024 |
| The Adjustable Plan Of The Unite Here Retirement Board Of Trustees Adjustable Plan Of The Unite Here Retirement Fund | 2024 | |
| Alaska Electrical Pension Plan Joint Board Of Trustees Alaska Electrical Pension Fund | 2024 | |
| International Union Of Operating Engineers Local 4 Pension Fund Board Of Trustees I.U.O.E. Local 4 Pension Fund | 2024 | |
| Iam National Pension Fund Board Of Trustees Of The I.A.M. National Pension Fund | 2024 | |
| The Legacy Plan Of The Unite Here Retirement Fund Board Of Trustees Legacy Plan Of The Unite Here Retirement Fund | 2024 | |
| Electrical Workers Local No. 26 Pension Trust Fund Electrical Workers Local No 26 Pension Trust Fund | 2024 | |
| Sturdy Memorial 403(b) Plan Sturdy Memorial Hospital, Inc. | Attleboro, MA | 2024 |
| Retirement Plan Of The Wine, Liquor & Distillery Workers Union Local 1 D Pension Fund Bd Of Trustees Retirement Plan Of Wldw Union Local 1 D | Brooklyn, NY | 2024 |
| International Union Of Operating Engineers Local 4 Annuity Board Of Trustees I.U.O.E. Local 4 Annuity Fund | 2024 | |
| Beer Industry Local Union No. 703 Pension Fund Beer Industry Local Union No. 703 Pension Fund Trustees | 2024 | |
| Plumbers Retirement Fund Board Of Trustees Plumbers Local 27 Retirement Fund | 2024 |
People (12)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Locicero, Joseph, Anthony | Chairman Of The Board | Jan 2006 (21y) | Less than 5% | |
| Blumenstein, David | Director | Jun 2008 (18y) | Less than 5% | |
| Demairo, John, Robert | Director, President And Chief Executive Officer | Dec 2011 (15y) | Less than 5% | |
| Lerner, Stuart | Director | Jan 2017 (10y) | Less than 5% | |
| Crotty, Susan, Ann | Chief Investment Officer/Director | Jan 2018 (9y) | Less than 5% | |
| Sherman, Andrew, D | Director | Jan 2019 (8y) | Less than 5% | |
| Benz, Jennifer | Director | Jan 2020 (7y) | Less than 5% | |
| Greenspan, Steven, Cary | Senior Vice President, General Counsel, Corporate Secretary | Dec 2020 (6y) | Less than 5% | |
| Kirby, Mary, Patricia | Director | Jan 2021 (6y) | Less than 5% | |
| Fristachi, Joesph, Michael | Senior Vice President, Chief Financial Officer & Treasurer | Oct 2021 (5y) | Less than 5% | |
| Frias, Aldwin, Pascua | Director | Jan 2022 (5y) | Less than 5% | |
| Carofano, Frank, Patrick | Senior Vice President, Chief Compliance Officer | Mar 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Segal Group, Inc. | 100% Shareholder Of Segal Advisors, Inc. | Aug 1969 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $1.8B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Equity Group Trust (A Trust Within The Marco Consulting Group Trust 1) | Other Private Fund | $781M | $0 | 24 |
| Fixed Income Group Trust (A Fund Within The Marco Group Trust 1) | Other Private Fund | $671M | $0 | 35 |
| Rcts Emerging Markets Equity Portfolio | Other Private Fund | $332M | $5.0M | 9 |
| Rcts Emerging Markets Equity Sp Portfolio | Other Private Fund | $23.5M | $5.0M | 1 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (100)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Electrical Workers Deferred Income Plan Local 103, I.B.E.W. | Joint Board Of Trustees, Electrical | 8,300 | $1.8B | 12/01/2024 |
| Local Union No. 41 Ibew Annuity Fund | Trustees Of Local No. 41 Ibew Annuity | 1,545 | $141M | 11/01/2024 |
| Mid America Carpenters Regional Council Supplemental Retirement Plan | Board Of Trustees Of Mid America Carp Reg Council Supplemental Retirem | 16,383 | $2.0B | 10/01/2024 |
| New England Teamsters Pension Fund | New England Teamsters Pension Fund | 21,670 | $9.1B | 10/01/2024 |
| League Atpam Pension Fund | Board Of Trustees League Atpam Pension Fund | 290 | $86.3M | 09/01/2024 |
| Treasurers And Ticket Sellers Local 751 Pension Fund | Treasurers & Ticket Sellers Local 751 Pension Fund Bd Of Trustees | 345 | $120M | 09/01/2024 |
| Treasurers And Ticket Sellers Local 751 Annuity Fund | Treasurers & Ticket Sellers Local 751 Annuity Fund Bd Of Trustees | 680 | $138M | 09/01/2024 |
| Local Union No. 124 I. B. E. W. Pension Trust Fund | Ibew Local Union No. 124 Pension Trust Fund | 2,514 | $384M | 09/01/2024 |
| United Food And Commercial Workers Local 1546 Pension Plan | Board Of Trustees Of United Food & Commercial Wkrs Local 1546 Pension | 4,533 | $217M | 09/01/2024 |
| Local 807 Labor Management Pension Fund | Board Of Trustees Local 807 Labor Management Pension Fund | 411 | $110M | 09/01/2024 |
| Local 807 Profit Sharing Plan | Board Of Trustees Local 807 Profit Sharing Plan | 1,818 | $67.3M | 09/01/2024 |
| Sdc League Pension Fund | Board Of Trustees Sdc League Pension Fund | 1,252 | $50.9M | 09/01/2024 |
| Jacksonville Plumbers And Pipefitters Pension Plan | Trustees Of Jacksonville Plumbers And Pipefitters Pension Plan | 646 | $321M | 09/01/2024 |
| Ibew Local 531 & Neca Money Purchase Pension Plan | Trustees Of Ibew Local 531 & Neca Money Purchase Pension Plan | 805 | $137M | 08/01/2024 |
| Western Glaziers Retirement Plan | Board Of Trustees Of Western Glaziers Retirement Plan | 388 | $216M | 08/01/2024 |
| Hotel Union And Hotel Industry Of Hawaii Pension Plan | Board Of Trustees Of The Hotel Union & Hotel Industry Of Hawaii Pensio | 7,585 | $763M | 08/01/2024 |
| Meat Cutters Union Local No. 88 And Food Employers Pension Trust | Meat Cutters Union Local No. 88 And Food Employers Allied Industry Pen | 0 | $33.7M | 08/01/2024 |
| Pacific Coast Roofers Pension Plan | Board Of Trustees For Pacific Coast Roofers Pension Plan | 5,533 | $700M | 08/01/2024 |
| Int'l Brotherhood Of Electrical Workers' Pension Benefit Fund | International Brotherhood Of Electrical Workers' Pension Benefit Fund | 472,935 | $2.8B | 07/01/2024 |
| Plumbers And Steamfitters Local No. 42 Pension Plan | Board Of Trustees Of Plumbers And Steamfitters Local No. 42 Pension | 251 | $72.0M | 07/01/2024 |
| Iron Workers District Council Of Western New York And Vicinity Annuity Fund | Board Of Trustees Of Iwdc Of Wny And Vicinity Annuity Fund | 1,167 | $54.3M | 07/01/2024 |
| Iron Workers' Locals No. 15 & 424 Annuity Plan | Board Of Trustees Iron Workers' Locals No. 15 & 424 | 3,164 | $79.6M | 07/01/2024 |
| United Mine Workers Of America 1985 Construction Workers Pension Plan | Board Of Trustees Of The Umwa 1985 Construction Workers | 195 | $470M | 07/01/2024 |
| Annuity Plan Ibew Local 96 | Board Of Trustees Annuity Fund Ibew Local 96 | 765 | $109M | 07/01/2024 |
| Pension Plan For Plumbers And Pipefitters Local Union No. 776 (Lima, Ohio) | Board Of Trustees Pension Plan For Plumbers And Pipefitters Local 776 | 257 | $62.7M | 07/01/2024 |
Top 25 of 100 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • SEE SCHEDULE D, PAGE 5
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗