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 corporation that registered with the SEC in 2023 and operates as a multi-strategy fund manager. The organization combines hedge fund, private equity and real estate fund activity and provides portfolio management for pooled investment vehicles. Its client base is institutional, it charges fees as a percentage of assets under management, and it is identified as a related adviser to other entities within its corporate family. The firm is not positioned as an active ESG investor, is not registered as a multi-state adviser, and does not operate as a pension consultant. It maintains industry relationships that include broker-dealers, other investment advisers, insurance companies, and roles as sponsor/GP/managing member of pooled vehicles. Mercer Advisors Private Asset Management, Inc. was listed among Forbes’ Top RIA Firms 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
  • CHRISTINE CATALDO

    Chief Technology OfficerCRD 3042889

  • CHARLES WELLING

    Chief Executive OfficerCRD 2961999

  • DONALD CALCAGNI

    Chief Investment OfficerCRD 4203231

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Contacts

1 of 1
  • 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