Mercer Advisors Private Asset Management, Inc.
● SEC registered since 2023CRD 327830SEC# 801-129203Denver, CO
Ranks #5,081 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$205.6M
Fund GAV
$205.6M
Private funds
7
Employees
1
Accounts
7
Location
Denver, CO
Mercer Advisors Private Asset Management, Inc. assets under management
Mercer Advisors Private Asset Management, Inc. operates as an SEC-registered investment adviser based in Denver, CO. The firm has been registered since 2023. It reports $205.6 million in regulatory assets under management and employs 1 people. Mercer Advisors Private Asset Management, Inc. manages 7 private funds with combined gross assets of $205.6 million, including Manzanita Fund, LLC. By regulatory assets, it ranks 5,081 of 6,004 private fund managers.
Mercer Advisors Private Asset Management, Inc. private funds
7 funds · $205.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Manzanita Fund, LLC | Hedge | $54.7M | $100K |
| Sbcm Private Equity Fund IV | Private Equity | $50M | $100K |
| Aspen Growth Partners I, LP | Private Equity | $48.6M | $100K |
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Join to unlock · $37/moMercer Advisors Private Asset Management, Inc. owners & executives
19 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles David Welling Control | Chief Executive Officer | Under 5% | 2023 |
| Christine Adele Cataldo Control | Chief Technology Officer | Under 5% | 2023 |
| Christopher Vincent Casdia Control | Chief Compliance Officer | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Mercer Advisors Private Asset Management, Inc. manage?
Mercer Advisors Private Asset Management, Inc. reports $205.6 million in regulatory assets under management on its Form ADV.
How many private funds does Mercer Advisors Private Asset Management, Inc. manage?
Mercer Advisors Private Asset Management, Inc. manages 7 private funds with combined gross assets of $205.6 million.
How many employees does Mercer Advisors Private Asset Management, Inc. have?
Mercer Advisors Private Asset Management, Inc. reports 1 employees.
Where is Mercer Advisors Private Asset Management, Inc. located?
Mercer Advisors Private Asset Management, Inc. is based in Denver, CO and has been SEC-registered since 2023.
Does Mercer Advisors Private Asset Management, Inc. disclose fund performance?
Mercer Advisors Private Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1200 17th Street, Suite 2000, Denver, CO 80202 |
| Phone | 888-885-8101 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$205.6M▲ 401%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
AUM vs fund managersTop 85%
Larger than 15% of 6,004 private-fund managers
Number of fundsTop 33%
More funds than 67% of fund managers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$205.6Mregulatory AUM
Discretionary $205.6M
Fund type mix
Private Equity4
Hedge2
Real Estate1
Service providers
Auditor
Prime broker
Custodian
Administrator