Kanaly Trust
Transitions Wealth Management, established in 1999, is a wealth manager and registered investment adviser based in Denver, Colorado. It provides asset management services and advisory services including financial planning and investment management.
Kanaly Trust
Transitions Wealth Management, established in 1999, is a wealth manager and registered investment adviser based in Denver, Colorado. It provides asset management services and advisory services including financial planning and investment management. The services are offered to individuals, trusts, estates, and business entities.
General information
Firm type
Bank / Wealth / Trust
Year founded
1999
AUM
—
Location
Region
—
Country
—
City
Houston
Corporate office
1200 17th Street Suite 500
Frequently asked questions
What is Kanaly Trust?
Kanaly Trust is a bank / wealth / trust headquartered in Houston.
When was Kanaly Trust founded?
Kanaly Trust was founded in 1999.
Where is Kanaly Trust headquartered?
Kanaly Trust is headquartered in Houston.
What does Altss track for Kanaly Trust?
Altss maintains an OSINT-verified profile of Kanaly Trust covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Kanaly Trust's website?
Kanaly Trust's public website is www.merceradvisors.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Kanaly Trust?
Kanaly Trust is classified by Altss as a Bank / Wealth / Trust.
How does Altss source intelligence on Kanaly Trust?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Kanaly Trust?
Kanaly Trust's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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