Active
Small Business
Overview
- Legal name
- MERCER INVESTMENTS LLC
- Registered location
- BOSTON, MA, USA
- Website
- Company website ↗
- Primary NAICS
- 523940 — Portfolio Management and Investment Advice
- Latest award activity
- Aug 4, 2026
Read company summary
MERCER INVESTMENTS LLC is associated with UEI KWBKB1XAX2M5 and CAGE 6ANQ0 in public federal records. AcornBids currently links 1 prime award totaling $6.0M in obligations to this entity. Its largest recorded federal customer by obligations is Pension Benefit Guaranty Corporation. Its primary SAM.gov NAICS is 523940 (Portfolio Management and Investment Advice). Its public SAM.gov registration lists BOSTON, MA, USA.
At a glance
Lifetime prime obligations$6.0M
Prime awards1
Awards with future end dates1
Top-agency concentration100.0%
Prime contract obligations across loaded award records. Obligations are not revenue or contract ceilings. Summary updated Sep 27, 2026. Refresh pending; these totals may be out of date.
Business information
Public SAM.gov registration details.
- Legal name
- MERCER INVESTMENTS LLC
- UEI
- KWBKB1XAX2M5
- CAGE
- 6ANQ0
- Registered address
- 99 HIGH ST, BOSTON, MA, 02110, USA
- Registration status
- Active
- Primary NAICS
- 523940 — Portfolio Management and Investment Advice
- SAM activation
- Jul 21, 2026
- Initial registration
- Nov 27, 2017
- Entity start
- Jan 1, 1937
- SAM updated
- Jul 21, 2026
- Registration expires
- Jul 20, 2027
- Fiscal year end
- Dec 31
- Place of incorporation
- KY, USA
Federal award analysis
Net transaction obligations by federal fiscal period.
Transaction history is not available in the loaded data. Annual funding is not estimated from current award totals.
Recent federal awards
Prime contract awards. Select an award to review its history and source evidence.
| Award / description | Awarding agency | Obligations | Start date | End date |
|---|---|---|---|---|
| 16PBGC22C0026INVESTMENT CONSULTING SERVICES | Pension Benefit Guaranty Corporation | $6.0M | Sep 1, 2022 | Aug 31, 2032 |
Upcoming positioning windows
Modeled recompete windows are estimates, not announced solicitations or guarantees.
Registration, certifications & contacts
| Registration evidence | Date |
|---|---|
| SAM updated | Jul 21, 2026 |
| Source loaded | Sep 26, 2026 |
| Initial registration | Nov 27, 2017 |
| Entity start | Jan 1, 1937 |
Registration classifications: Small Business. These are separate from the reported certificates above.
| Industry | Reported size status |
|---|---|
| 523940 — Portfolio Management and Investment Advice | Not reported |
| Contact | Role | Published contact methods | Evidence | Source date |
|---|---|---|---|---|
| RITA INCRISTI | Government business | Contact method not published | SAM registration | Not available |
| RITA INCRISTI | Electronic business | Contact method not published | SAM registration | Not available |
Registered industries
- 523940 — Portfolio Management and Investment Advice
Registration classifications and published certificates do not by themselves establish eligibility for a particular solicitation. View SAM source
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Data coverage and methodology
Sources: SAM.gov registration, USAspending awards and transactions, and linked supporting records. Prime contract obligations, IDV ceilings and assistance amounts are kept separate. Missing records are not zero activity. Company claims are labeled separately. Recompete signals are rule-based scores out of 100. Positioning windows are AcornBids estimates.
No official subaward rows are loaded, so Acorn does not claim known teaming relationships.
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