MERCURY FUND

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HOUSTON, Texas
CRD number
163879
Registered since
July 12, 2012

Firm profile

FINTRX

Overview

Mercury Fund operates as a limited liability company and has been SEC-registered since 2012. The firm functions primarily as a sponsor and general partner, acting as an investment adviser and managing member for pooled investment vehicles. Ownership is held by an individual rather than a corporate parent. The adviser is not classified as a capital allocator, does not report being an active ESG investor, and is not structured as a multi-state or pension consulting adviser. Industry affiliations highlight its role as an adviser and sponsor for pooled funds and as a GP/manager of those vehicles, indicating the business is organized around fund management rather than providing standalone advisory accounts to retail or institutional clients.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Andreas Galliker

    CFOCRD 7526537

Contacts

3 of 3
  • Aziz Gilani

    Managing MemberCRD 7716612

  • Adrian Fortino

    General PartnerCRD 7716613

  • MARSHALL GARROU

    Managing DirectorCRD 2977568

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
3737 Buffalo Speedway
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth