Mercer Advisors Private Asset Management, Inc.

RIASEC Registered
Total AUM
$206M
Discretionary
$206M
100% of AUM
Avg account
$29.4M
Accounts
7
Employees
1
Advisory reps
7

Firm details

Headquarters
Denver, Colorado
CRD number
327830
Registered since
December 13, 2023
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Mercer Advisors Private Asset Management, Inc. is a corporate investment manager that positions itself as a multi-strategy fund manager focused primarily on institutional mandates. The firm is SEC-registered (2023) and charges fees as a percentage of assets under management. Its advisory offering centers on portfolio management for pooled investment vehicles, and it functions in sponsor/GP and managing-member roles for those vehicles. Mercer Advisors Private Asset Management, Inc. reports industry affiliations that include broker-dealer, other investment adviser, and insurance company relationships. The firm was listed among Forbes’ Top RIA Firms in 2024. It is not characterized as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Denver, CO

Denver

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Denver
Address
1200 17th St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth