MERCATO PARTNERS
Firm details
- Headquarters
- SALT LAKE CITY , Utah
- CRD number
- 163142
- Registered since
- December 8, 2023
- Website
- mercatopartners.com
Firm profile
FINTRXOverview
Mercato Partners LLC is an SEC-registered advisory firm (registered in 2023) organized as a limited liability company and owned by an individual. The firm serves as an investment adviser and sponsor, acting in GP and managing-member roles for pooled investment vehicles. Public disclosures indicate Mercato Partners concentrates on private-market activity — notably venture capital and private placement/private equity transactions — and does not characterize itself as an active ESG investor or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
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
1 of 1BRIAN LANIER
Chief Financial OfficerCRD 8065889
Contacts
1 of 1GREGORY WARNOCK
Co-FounderCRD 6050312
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SALT LAKE CITY , UT
SALT LAKE
Location
SALT LAKE CITY , UT
Headquartered in SALT LAKE CITY , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- SALT LAKE
- Address
- 2750 E Cottonwood Pkwy
- Time zone
- MT (UTC-7)
- Office locations
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