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

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Overview

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

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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

    Christine Cataldo

    Chief Technology OfficerCRD 3042889

  • Charles Welling

    Chief Executive OfficerCRD 2961999

  • Donald Calcagni

    Donald Calcagni

    Chief Investment OfficerCRD 4203231

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Contacts

1 of 1
  • Mathew Encino

    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