Mercer Advisors Private Asset Management, Inc.

RIASEC RegisteredEst. 2023
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-structured investment manager that operates pooled investment vehicles across multiple alternative asset strategies. The firm is positioned as a multi-strategy fund manager with active vehicles structured as private equity, hedge, and real estate funds. Mercer Advisors Private Asset Management focuses on institutional clients and charges fees as a percentage of assets under management. It is SEC-registered (2023) and identified as a related adviser to other entities within its organizational network. The firm’s advisory mandate emphasizes portfolio management for pooled investment vehicles rather than individual retail advisory relationships. Industry affiliations noted for the entity include roles as a broker‑dealer, other investment adviser, insurance company, and sponsor/general partner/managing member of pooled vehicles. Mercer Advisors Private Asset Management does not identify as an active ESG investor and is not characterized as a multi-state adviser.

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
  • Christine Cataldo

    Christine Cataldo

    Chief Technology OfficerCRD 3042889

  • Charles Welling

    Chief Executive OfficerCRD 2961999

  • Donald Calcagni

    Donald Calcagni

    Chief Investment OfficerCRD 4203231

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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