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-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
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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