# Mercer Advisors Private Asset Management

Mercer Advisors Private Asset Management is a Multi Family Office based in Denver, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Denver, United States
- **Region:** North America
- **Address:** Santa Barbara, CA, United States
- **Founded:** 1985
- **Assets under management:** Undisclosed
- **Website:** merceradvisors.com

## Regulatory record

- **CRD number:** 327830
- **SEC file number:** 801-129203
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/327830

## About

MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC. is an SEC-registered investment adviser in DENVER, CO, registered since 2023. The firm manages approximately $206 million in assets. It has 1 employee and 1 investment adviser.

## Sectors

- Real Estate
- Private Credit
- Private Equity

## Offices

- Denver, CO
- San Francisco, CA
- New York, NY

## People

- David Barton — Vice Chairman
- Daniel Gourvitch — President

## Questions

### How does Mercer Advisors source private investment opportunities for its clients?

Mercer Advisors accesses private markets through a combination of fund commitments to institutional managers, direct co-investments, and proprietary alternative vehicles. The firm's investment office leverages its national network of wealth advisors and its relationships with private equity sponsors to identify opportunities. Sourcing is centralized through a manager research and due diligence function rather than through decentralized advisor-led deal flow.

### Who holds ownership control of Mercer Advisors?

Oak Hill Capital, a private equity firm, acquired a majority stake in Mercer Advisors in 2019. Prior to that, Genstar Capital was the controlling investor. In January 2024, Oak Hill Capital publicly signaled it was evaluating strategic alternatives, including a sale or recapitalization of the business (per Bloomberg, January 2024).

### Does Mercer Advisors participate in fund commitments or only direct deals?

Mercer Advisors deploys capital into private markets through both fund commitments to third-party managers and direct co-investment opportunities. The firm does not operate in-house direct private equity funds; instead it curates access to institutional-quality funds and select direct deals for its wealth management clients.

### What investment stages and asset classes does Mercer Advisors focus on?

Mercer Advisors allocates across private equity, private credit, and real estate. Within private equity, the firm targets middle-market buyout and growth equity strategies through fund commitments and co-investments. Real estate exposure spans commercial properties and multifamily developments, while private credit allocations focus on direct lending and specialty finance strategies.

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Last updated: 2026-07-06T01:24:21.273Z

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