| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Regis Partners Fund, L.P. | Hedge | $28.3M | $1M |
| Aspen Growth Partners I, LP | Private Equity | $20.8M | $100K |
| Aspen Income Partners I, LP | Private Equity | $9.6M | $100K |
| 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 |
Mercer Advisors Private Asset Management, Inc. reports $59 million in regulatory assets under management on its Form ADV.
Mercer Advisors Private Asset Management, Inc. manages 4 private funds with combined gross assets of $59 million.
Mercer Advisors Private Asset Management, Inc. reports 8 employees.
Mercer Advisors Private Asset Management, Inc. is based in Denver, CO and has been SEC-registered since 2023.
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.
| 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 |
| Discretionary | $59M |
| Non-discretionary | $0 |
| Total (RAUM) | $59M |