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 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
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 6CHRISTINE CATALDO
Chief Technology OfficerCRD 3042889
CHARLES WELLING
Chief Executive OfficerCRD 2961999
DONALD CALCAGNI
Chief Investment OfficerCRD 4203231
Contacts
1 of 1Mathew 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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