SEGAL ADVISORS, INC. · Tank Allocator Loader

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SEGAL ADVISORS, INC.

UUID40b0efa9-ea16-5c83-bcdd-8f90d0e6f9f2

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:50

Updated2025-10-23 02:24:34

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	114687	114687	—	1.0
sec_file_number	801-61280	801-61280	—	—

Profile

WebsiteHTTPS://TWITTER.COM/SEGAL_MARCO

HQ CityNEW YORK

HQ StateNY

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

SEGAL MARCO ADVISORS adv_part1

ADV Metrics

Assets & Accounts

RAUM (total)37,521,300,750.0
RAUM (discretionary)11,289,796,480.0
Actionable assets34,484,735,370.0
Accounts120.0

Institutional Clients

Government AUM551,853,873.0
Pension AUM31,719,149,182.0
Charitable AUM217,226,221.0
HNW AUM18,069,210.0

As of 2025-06-25 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
DEMAIRO, JOHN, ROBERT	DIRECTOR, CHIEF EXECUTIVE OFFICER	OFFICER	—	{"filing_id": "2014498", "owner_id": "1598965", "source": "adv_part1", "table": "Schedule_A_B"}
FOREBAUGH, AMY, COOK	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2014498", "owner_id": "2298956", "source": "adv_part1", "table": "Schedule_A_B"}
FRISTACHI, JOESPH, MICHAEL	SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER & TREASURER	OFFICER	—	{"filing_id": "2014498", "owner_id": "7520723", "source": "adv_part1", "table": "Schedule_A_B"}
GREENSPAN, STEVEN, CARY	SENIOR VICE PRESIDENT, GENERAL COUNSEL, CORPORATE SECRETARY	OFFICER	—	{"filing_id": "2014498", "owner_id": "6036623", "source": "adv_part1", "table": "Schedule_A_B"}
THE SEGAL GROUP, INC.	100% SHAREHOLDER OF SEGAL ADVISORS, INC.	OFFICER	—	{"filing_id": "2014498", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
BENZ, JENNIFER	DIRECTOR	EMPLOYEE	—	{"filing_id": "2014498", "owner_id": "7239324", "source": "adv_part1", "table": "Schedule_A_B"}
BLUMENSTEIN, DAVID	DIRECTOR	EMPLOYEE	—	{"filing_id": "2014498", "owner_id": "4525190", "source": "adv_part1", "table": "Schedule_A_B"}
CROTTY, SUSAN, ANN	PRESIDENT OF SEGAL MARCO ADVISORS	EMPLOYEE	—	{"filing_id": "2014498", "owner_id": "4201539", "source": "adv_part1", "table": "Schedule_A_B"}
FRIAS, ALDWIN, PASCUA	DIRECTOR	EMPLOYEE	—	{"filing_id": "2014498", "owner_id": "7520759", "source": "adv_part1", "table": "Schedule_A_B"}
Kirby, Mary, Patricia	DIRECTOR	EMPLOYEE	—	{"filing_id": "2014498", "owner_id": "7328762", "source": "adv_part1", "table": "Schedule_A_B"}
LERNER, STUART	DIRECTOR	EMPLOYEE	—	{"filing_id": "2014498", "owner_id": "6750395", "source": "adv_part1", "table": "Schedule_A_B"}
LOCICERO, JOSEPH, ANTHONY	CHAIRMAN OF THE BOARD	EMPLOYEE	—	{"filing_id": "2014498", "owner_id": "2526854", "source": "adv_part1", "table": "Schedule_A_B"}
SHERMAN, ANDREW, D	DIRECTOR	EMPLOYEE	—	{"filing_id": "2014498", "owner_id": "5316737", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:34 • csv
```
{
  "date_submitted": "09/05/2025 01:14:05 PM",
  "filing_id": "2014498",
  "reg_type": "IA"
}
```