MERCATO PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SALT LAKE CITY , Utah
CRD number
163142
Registered since
December 8, 2023

Firm profile

FINTRX

Overview

Mercato Partners LLC is an SEC-registered advisory firm (registered in 2023) organized as a limited liability company and owned by an individual. The firm serves as an investment adviser and sponsor, acting in GP and managing-member roles for pooled investment vehicles. Public disclosures indicate Mercato Partners concentrates on private-market activity — notably venture capital and private placement/private equity transactions — and does not characterize itself as an active ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • BRIAN LANIER

    Chief Financial OfficerCRD 8065889

Contacts

1 of 1
  • GREGORY WARNOCK

    Co-FounderCRD 6050312

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth