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 asset manager that registered with the SEC in 2023. The firm targets institutional clients and is organized to manage pooled investment vehicles, serving as adviser and in some cases sponsor or general partner for private funds. Its business model is fee-based, charging a percentage of assets under management. Mercer Advisors Private Asset Management is structured to operate across multiple product types — it is classified as a hedge fund, private equity fund manager and real estate fund manager within a multifaceted fund-manager framework. The firm is identified as a related adviser within the broader Mercer Advisors family and is not positioned as an active ESG investor. Forbes recognized the firm on its Top RIA Firms list in 2024.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

3 of 6
  • Donald Calcagni

    Donald Calcagni

    Chief Investment OfficerCRD 4203231

  • Christine Cataldo

    Christine Cataldo

    Chief Technology OfficerCRD 3042889

  • Christopher Casdia

    Christopher Casdia

    Chief Compliance OfficerCRD 2390473

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Contacts

1 of 1
  • Mathew Encino

    Mathew Encino

    Vice President & General CounselCRD 7530163

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

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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