Mercer Global Advisors Inc.
● SEC registered since 2008CRD 147363SEC# 801-69271Denver, CO
Reg. AUM
$84.4B
Employees
1,429
Accounts
116,310
Location
Denver, CO
Mercer Global Advisors Inc. assets under management
Mercer Global Advisors Inc. is a registered investment adviser overseen by the SEC based in Denver, CO. The firm has been registered since 2008. It reports $84.4 billion in regulatory assets under management and employs 1,429 people.
Mercer Global Advisors Inc. owners & executives
21 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles David Welling Control | Chief Executive Officer | Under 5% | 2017 |
| Christine Adele Cataldo Control | Chief Technology Officer | Under 5% | 2021 |
| Daniel Alexander Gourvitch Control | President | Under 5% | 2022 |
| Donald Andrew Calcagni Control | Chief Investment Officer | Under 5% | 2015 |
| Elizabeth Schwartz Hioe Control | Chief People Officer | Under 5% | 2024 |
| Gary Ian Foodim Control | Chief Marketing Officer | Under 5% | 2021 |
| Gun Hasan Keresteci Control | Chief Financial Officer | Under 5% | 2024 |
| Kimberly Lynn Lorenz Control | Chief Compliance Officer | Under 5% | 2021 |
| Mathew Ryan Encino Control | General Counsel | Under 5% | 2021 |
| Mercer Advisors Intermediate Holdings Inc. Control | Parent Company | Over 75% | 2013 |
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Join to unlock · $37/moFrequently asked questions
How much does Mercer Global Advisors Inc. manage?
Mercer Global Advisors Inc. reports $84.4 billion in regulatory assets under management on its Form ADV.
How many employees does Mercer Global Advisors Inc. have?
Mercer Global Advisors Inc. reports 1,429 employees.
Where is Mercer Global Advisors Inc. located?
Mercer Global Advisors Inc. is based in Denver, CO and has been SEC-registered since 2008.
Does Mercer Global Advisors Inc. disclose fund performance?
Mercer Global Advisors 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 | 8a.m.-5p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 853758 |
| Discloses disciplinary history | No |
Regulatory AUM
$84.4B▲ 86%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 2%
Larger than 98% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$84.4Bregulatory AUM
Discretionary $82.92BNon-discretionary $1.48B