Segal Marco Advisors

Overview

Segal Marco Advisors is an investment consulting firm headquartered in New York, advising institutional investors on approximately $300 billion in total assets. The firm has particular expertise serving public pension plans and Taft-Hartley multi-employer funds, though it also works with endowments, foundations, and healthcare organizations.

The firm’s alternatives practice helps institutional clients build and manage their private equity, real estate, infrastructure, and hedge fund programs. Segal Marco’s research team evaluates fund managers across alternative asset classes and provides recommendations that are tailored to the governance structures and regulatory requirements of its institutional client base.

Segal Marco’s focus on public pension and Taft-Hartley clients gives it specialized knowledge of the decision-making processes, investment policy constraints, and fiduciary requirements that govern these large institutional investors. This expertise makes the firm a particularly effective advisor for GPs who are targeting public sector institutional capital.

How to Approach

GPs targeting public pension fund and Taft-Hartley fund capital should consider Segal Marco Advisors an important gatekeeper. The firm’s recommendations carry significant weight with its institutional clients, many of whom rely heavily on consultant advice for their private equity allocation decisions.

GPs should engage with Segal Marco’s alternatives research team to present their fund strategies. The firm evaluates managers through a structured process that considers investment strategy, track record, team composition, and fund terms. GPs whose strategies are well-suited to the risk and return profiles of public pension portfolios will find the most alignment with Segal Marco’s client base.