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 corporation that registered with the SEC in 2023 and operates as a manager of pooled investment vehicles for institutional clients. The firm sits at the intersection of private fund management and sponsor activity: it is classified as a multifaceted fund manager with programs in private equity, hedge, and real estate strategies and acts as a sponsor, general partner, or managing member of pooled vehicles. Fee arrangements are percentage-of-AUM based. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a separate capital allocator. Mercer Advisors Private Asset Management, Inc. is identified as a related adviser within a broader group. An industry recognition included in source data is a listing on Forbes’ Top RIA Firms 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 6
Christine Cataldo
Chief Technology OfficerCRD 3042889
Charles Welling
Chief Executive OfficerCRD 2961999
Donald Calcagni
Chief Investment OfficerCRD 4203231
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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