MERCATO MANAGEMENT LEGACY, LLC
Firm details
- Headquarters
- SALT LAKE CITY , Utah
- CRD number
- 335389
- Registered since
- March 31, 2025
Firm profile
FINTRXOverview
Mercato Management Legacy, LLC is an LLC that registered with the SEC in 2025 and is owned by an individual. The adviser is not designated as a multi-state adviser, is not flagged as an active ESG investor, and is not identified as a pension consultant or related adviser. Its public profile and activity suggest the firm operates primarily through sponsored pooled vehicles rather than as a traditional retail investment-advisory business. Regulatory and activity flags show the firm serving in sponsor and manager roles: it acts as an adviser and sponsor, and as a general partner and managing member of pooled investment vehicles. That organizational posture lines up with the private-fund footprint described in the data rather than a broad-based advisory platform serving many direct clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1BRIAN LANIER
Chief Financial OfficerCRD 8065889
Contacts
1 of 1GREGORY WARNOCK
Co-FounderCRD 6050312
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SALT LAKE CITY , UT
SALT LAKE
Location
SALT LAKE CITY , UT
Headquartered in SALT LAKE CITY , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- SALT LAKE
- Address
- 2750 E Cottonwood Pkwy
- Time zone
- MT (UTC-7)
- Office locations
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