# Mercato Partners

> Mercato Partners is an exempt reporting adviser in Salt Lake City, UT, filing reports since 2023. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 163142
- Filed as: MERCATO PARTNERS
- Legal name: Mercato Management, LLC
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Salt Lake City, UT
- Filing period: October 2026
- Form ADV filing dated: April 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/163142
- AdvisorCensus page: https://advisorcensus.com/firm/mercato-partners-salt-lake-city-ut-163142

## Quick answers

**Where is Mercato Partners located?**
Mercato Partners' principal office is in Salt Lake City, UT, according to its Form ADV.

**How does Mercato Partners report to regulators?**
Mercato Partners is an exempt reporting adviser, filing reports since 2023. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 163142.

**How have Mercato Partners' assets and staff changed since 2021?**
In the Form ADV data for Mercato Partners: Regulatory assets under management: $761,851,719 in the October 2021 data and $1,346,070,427 in the October 2023 data, up 77%. Total employees: 26 in October 2021 and 38 in October 2023. Assets under management move with markets as well as with clients coming and going.

**Does Mercato Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/163142

## From the Form ADV filing

### Firm details
- Reporting since: 2023 (2 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [mercatopartners.com](https://mercatopartners.com)
- Instagram @mercatopartners
- LinkedIn @mercato-partners
- X @mercatopartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $761,851,719 | 26 | March 31, 2021 |
| October 2022 | $1,459,699,498 | 35 | May 5, 2022 |
| October 2023 | $1,346,070,427 | 38 | July 26, 2023 |
| October 2024 | Not reported | Not reported | March 29, 2024 |
| October 2025 | Not reported | Not reported | April 10, 2025 |
| October 2026 | Not reported | Not reported | April 21, 2026 |

Regulatory assets under management: $761,851,719 in the October 2021 data and $1,346,070,427 in the October 2023 data, up 77%.
Total employees: 26 in October 2021 and 38 in October 2023.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mercato Partners (CRD 163142): Form ADV filing data as of October 2026.