Mercer Advisors Private Asset Management, Inc.
Mercer Advisors Private Asset Management, Inc. is an SEC-registered asset manager in Denver, CO with $205.6M assets under management (AUM, regulatory AUM), +248% over one year. See who owns Mercer Advisors Private Asset Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327830, SEC 801-129203, data through 2026-06-05.
- AUM (assets under management / regulatory AUM)
- $205.6M (2026-06-05)
- Firm type
- Asset Manager
- Location
- Denver, CO
- Employees
- 1
- Clients
- 7
- CRD
- 327830
- Ownership
- MERCER ADVISORS PRIVATE ASSET HOLDINGS, INC.; Lorenz, Kimberly; Encino, Mathew, Ryan; CATALDO, CHRISTINE, ADELE; KERESTECI, GUN, HASAN
How much AUM does Mercer Advisors Private Asset Management, Inc. have?
Mercer Advisors Private Asset Management, Inc. reported $205.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-05).
Who owns Mercer Advisors Private Asset Management, Inc.?
Disclosed owners and executives of Mercer Advisors Private Asset Management, Inc. include MERCER ADVISORS PRIVATE ASSET HOLDINGS, INC., Lorenz, Kimberly, Encino, Mathew, Ryan, CATALDO, CHRISTINE, ADELE, KERESTECI, GUN, HASAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.