Mercer Advisors
Investment Details
Investor Type
Institutional Investor
Asset Class Focus
Private Equity, Venture Capital, Real Estate, Infrastructure, Hedge Funds, Commodities, Crypto, Fixed Income (Debt and Bonds), Distressed and Special Situations, ESG and Impact Investing, Collectibles & Art
Stage Focus
Pre-Seed, Seed, Early Stage, Series A, Series B, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States, United Kingdom, Canada, Germany, Japan, Australia, China, India, Brazil, France, Italy, Denmark, Switzerland, Spain, Mexico, South Korea, Netherlands, Sweden, Norway, Finland
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Materials
- Telecommunications
- Utilities
- Media
- Automotive
- Retail
- Transportation
- Pharmaceuticals
- Consumer Services
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 1985
Mercer Advisors is a national wealth management and financial planning firm headquartered in Denver, Colorado. Established in 1985, the firm has grown to manage over $60 billion in client assets, offering a comprehensive suite of services including investment management, financial planning, tax planning, estate planning, insurance solutions, and corporate trustee services. With a team of over 1,100 employees operating across more than 80 locations nationwide, Mercer Advisors serves a diverse clientele ranging from individual families to institutional investors such as endowments and foundations. The firm's growth has been bolstered by strategic acquisitions, expanding its footprint and capabilities. In 2023, Mercer Advisors welcomed Altas Partners as a new strategic investor, joining existing investors Genstar Capital and Oak Hill Capital, as well as over 300 employee-owners. This partnership aims to support the firm's continued growth and enhance its service offerings. Additionally, Mercer Advisors has developed the Aspen Partners platform, providing qualified clients with access to institutional-grade private market investments, including private equity, venture capital, private credit, real estate, and infrastructure. This initiative reflects the firm's commitment to delivering comprehensive financial solutions tailored to the unique needs of its clients.
Requirements
- Accredited investor status required
- Commitment to long-term investment horizon
- Alignment with Mercer Advisors' investment philosophy
- Ability to meet specific asset class requirements
Contact
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