Mercer Advisors Private Asset Management, Inc.
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 6Donald Calcagni
Chief Investment OfficerCRD 4203231

Christine Cataldo
Chief Technology OfficerCRD 3042889

Christopher Casdia
Chief Compliance OfficerCRD 2390473
Contacts
1 of 1
Mathew Encino
Vice President & General CounselCRD 7530163
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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