# Mercer Advisors Private Asset Management, Inc.

> Mercer Advisors Private Asset Management, Inc. is an SEC-registered investment advisory firm in Denver, CO, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 25, 2026.

- CRD: 327830
- Filed as: MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: September 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327830
- AdvisorCensus page: https://advisorcensus.com/firm/mercer-advisors-private-asset-management-inc-denver-co-327830

## Quick answers

**How is Mercer Advisors Private Asset Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Mercer Advisors Private Asset Management, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Mercer Advisors Private Asset Management, Inc. located?**
Mercer Advisors Private Asset Management, Inc.'s principal office is in Denver, CO, according to its Form ADV.

**Is Mercer Advisors Private Asset Management, Inc. registered with the SEC or a state?**
Mercer Advisors Private Asset Management, Inc. is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327830.

**How much does Mercer Advisors Private Asset Management, Inc. manage?**
Mercer Advisors Private Asset Management, Inc. reports $205,589,000 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (100% discretionary).

**How have Mercer Advisors Private Asset Management, Inc.'s assets and staff changed since 2024?**
In the Form ADV data for Mercer Advisors Private Asset Management, Inc.: Regulatory assets under management: $41,000,043 in the October 2024 data and $205,589,000 in the October 2026 data, up 401%. Total employees: 8 in October 2024 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Mercer Advisors Private Asset Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7).

**Does Mercer Advisors Private Asset Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/327830

**What changed in Mercer Advisors Private Asset Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 1. Regulatory assets under management went from $59,021,435 to $205,589,000 (+248%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $205,589,000
- Discretionary: $205,589,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $205,589,000 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $41,000,043 | 8 | July 17, 2024 |
| October 2025 | $59,021,435 | 8 | June 27, 2025 |
| October 2026 | $205,589,000 | 1 | September 25, 2026 |

Regulatory assets under management: $41,000,043 in the October 2024 data and $205,589,000 in the October 2026 data, up 401%.
Total employees: 8 in October 2024 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 1.
- Regulatory assets under management went from $59,021,435 to $205,589,000 (+248%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mercer Advisors Private Asset Management, Inc. (CRD 327830): Form ADV filing data as of October 2026.