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Mercer Global Advisors
Mercer Global Advisors Inc is a multi-family office headquartered in Denver. It provides investment advisory, financial planning, and estate planning services...
Mercer Global Advisors
Mercer Global Advisors Inc is a multi-family office headquartered in Denver. It provides investment advisory, financial planning, and estate planning services to high-net-worth families. The firm focuses on long-term capital preservation and growth and supports families in navigating complex financial landscapes and structuring wealth across generations.
General information
Firm type
Multi Family Office
Year founded
1985
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Denver
Corporate office
1200 17th Street, Suite 2000, Denver, CO 80202
Additional offices
Boulder, CO, United States
Principals
Kendrick Mercer
Founder
Dave Welling
Chief Executive Officer
Daniel Gourvitch
President of Mercer Advisors
Sector focus
Frequently asked questions
Who runs investment decisions at Mercer Global Advisors?
Dave Welling serves as Chief Executive Officer. Daniel Gourvitch serves as President. Kendrick Mercer remains founder.
Is Mercer Global Advisors structured as a single family office or multi-family office?
It operates as a multi-family office serving multiple high-net-worth families.
Does Mercer Global Advisors participate in fund commitments or only direct deals?
It uses fund of funds, direct co-investments, SPVs, and secondaries.
What investment stages does Mercer Global Advisors typically target?
It targets buyout, growth, and venture capital stages.
Where does the underlying wealth come from?
Wealth origin is not publicly attributed to a single family branch.
How is Mercer Global Advisors related to Oak Hill Capital and Genstar Capital?
Oak Hill Capital and Genstar Capital hold majority private equity ownership.
Does Mercer Global Advisors maintain philanthropic structures?
It operates Mercer Advisors Foundation and Endowment Services as a separate vehicle.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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