# MMA Asset Management

MMA Asset Management is a Bank / Wealth / Trust based in Conshohocken, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Conshohocken, United States
- **Region:** North America
- **Address:** Dallas, TX, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** marshmma.com

## Regulatory record

- **CRD number:** 155426
- **SEC file number:** 801-71975
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/155426

## About

MMA Asset Management was established in 2009 as part of Marsh McLennan Agency, a subsidiary of the global professional services firm Marsh McLennan. Practice Leader Alyson Rossi heads the group, which operates from Dallas. The firm's lineage within a large insurance brokerage distinguishes it from standalone RIAs, linking its advisory posture to a broader corporate risk and benefits ecosystem. The firm provides investment advisory services that span financial planning and discretionary portfolio management. Its stated client base includes individuals, corporations, and institutions, though specific portfolio companies, fund structures, or deal-level disclosures are not public. The investment approach emphasizes advisory services rather than a proprietary fund complex, with no publicly detailed allocations to venture capital, private equity, or direct real estate. Geographic focus remains tied to the US domestic market through the parent's national brokerage footprint. Team size and aggregate assets under management are not publicly reported by the entity. No additional offices, philanthropic foundations, or adjacent investment vehicles are disclosed under the MMA Asset Management brand. The firm's integration within Marsh McLennan Agency means its activities are not separated into a standalone reporting segment, limiting public visibility into its scale relative to the parent. The structural differentiator is the firm's embedded position within an insurance brokerage network. Rather than operating as an independent asset manager, it functions as a wealth advisory unit where client relationships may originate through corporate insurance and benefits channels. This architecture makes its capital flows difficult to isolate from the parent's broader financial services operations, a governance setup that potential institutional counterparties would need to diligence directly.

## People

- Alyson Rossi — Practice Leader

## Questions

### How is MMA Asset Management related to Marsh McLennan?

MMA Asset Management operates as part of Marsh McLennan Agency, a subsidiary of Marsh McLennan (NYSE: MMC). It is not a separate legal entity filing independently but a wealth advisory unit within the larger insurance brokerage and professional services structure.

### What is MMA Asset Management's known posture on co-investments alongside external GPs?

No information on co-investment activity is available. The firm does not publicize a fund-of-funds program or LP commitments to external managers, making its posture on co-investments unverifiable from public sources.

## Related profiles

- [MMA](https://altss.com/profile/mma)
- [MMC Technology Ventures](https://altss.com/profile/mmc-technology-ventures)

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Last updated: 2026-06-03T20:00:00.000Z

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