|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Mercer Advisors Private Asset Management Inc
✚
|
|
|---|---|
| CRD # | 327830 |
| SEC # | 801-129203 |
| CIK # | |
| AUM | $59.0 M (2025-06-27) |
| Employees | 8 (25% Investors, 0% Brokers) |
| Phone | 888-885-8101 |
| Address | 1200 17th Street Denver, CO 80202 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Aspen Growth Partners I LP | [2025-03-28] | 0.0 | 20.8 |
| PE | Aspen Income Partners I LP | [2025-03-28] | 0.0 | 9.6 |
| RE | Regis India Opportunities Fund II LP | [2012-03-30] | 0.4 | |
| HF | Regis Partners Fund LP | 2012-03-30 | 28.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 59.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 59.0 |
| By Discretionary | ||
| Discretionary | 4 | 59.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 59.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 59.0 | |
| Total | 4 | 59.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Donald Calcagni | 5 | ||
| David Krakauer | 3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cannon Hill Investment Management LLC
✚
|
NY | 0.0 |
|
Harvest Capital Strategies LLC
✚
|
CA | 0.0 |
|
UBS Fund Advisor LLC
✚
|
NY | 0.0 |
|
SPO Partners & Co
✚
|
CA | 0.0 |
|
Almanac Realty Investors LLC
✚
|
NY | 0.0 |
|
GE Asset Management Incorporated
✚
|
CT | 0.0 |
|
Artivest Alternative Advisors LLC
✚
|
NY | 0.0 |
|
Gapstow Capital Partners LP
✚
|
NY | 0.0 |
|
Racon Capital Partners LLC
✚
|
WI | 0.0 |
|
EMS Capital LP
✚
|
NY | 0.0 |