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 investment manager that positions itself as a multi-strategy fund manager focused primarily on institutional mandates. The firm is SEC-registered (2023) and charges fees as a percentage of assets under management. Its advisory offering centers on portfolio management for pooled investment vehicles, and it functions in sponsor/GP and managing-member roles for those vehicles. Mercer Advisors Private Asset Management, Inc. reports industry affiliations that include broker-dealer, other investment adviser, and insurance company relationships. The firm was listed among Forbes’ Top RIA Firms in 2024. It is not characterized as an active ESG investor.
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
Location
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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