# Mercer Global Advisors

Mercer Global Advisors is a Multi Family Office based in Denver, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Denver, United States
- **Region:** North America
- **Address:** 1200 17th Street, Suite 2000, Denver, CO 80202
- **Founded:** 1985
- **Assets under management:** $110B (as of 5/31/26)
- **Website:** https://www.merceradvisors.com/
- **LinkedIn:** https://www.linkedin.com/company/benemark-inc

## Regulatory record

- **CRD number:** 147363
- **SEC file number:** 801-69271
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-20T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/147363

## About

Mercer Global Advisors Inc. is a national SEC-registered investment adviser (CRD #147363) headquartered in Denver, Colorado, delivering integrated family office and comprehensive wealth management services to individuals, families, and institutions as a fiduciary (per company website and Form CRS). Founded in 1985 by Kendrick Mercer, a tax and estate attorney, the firm pioneered fee-based advisory focused on achieving economic freedom through unified teams of advisors, planners, investment professionals, tax specialists, estate strategists, and insurance experts (per June 23, 2026 company press release). Services encompass financial planning, discretionary and non-discretionary investment management, tax planning and preparation, estate planning (via third parties), insurance solutions through an affiliate, and trustee services. As of May 31, 2026, the firm reports $110 billion in client assets, defined as assets under management (AUM), assets under advisement (AUA), and certain pending acquisition assets where agreements have been assigned (per company website and official press release). It operates more than 110 regional offices with approximately 1,620 team members serving over 42,000 families, supported by employee ownership exceeding 50% and majority ownership by Oak Hill Capital, Genstar Capital, and Altas Partners (per company disclosures). The firm has integrated over 100 partner firms via an integrator model and earned top rankings including #1 Barron’s Top 100 RIA (2024-2025). Regulatory disclosures appear in Form ADV available via SEC IAPD.

## Sectors

- Supply Chain & Logistics
- Energy Transition & Renewables
- EdTech
- Mobility & Transportation
- Luxury
- Distressed & Turnaround
- HRTech
- ClimateTech
- Digital Health
- PropTech
- Healthcare Services

## Offices

- Boulder, CO, United States

## People

- Dave Welling — Chief Executive Officer
- Daniel Gourvitch — President
- Donald Calcagni — Chief Investment Officer
- Gün Keresteci — Chief Financial Officer
- Loren Pierson — Chief Operating Officer
- Melissa Nims — Chief Solutions Officer

## Questions

### Where is Mercer Global Advisors headquartered and when was it founded?

The firm is headquartered in Denver, Colorado, and was founded in 1985 by Kendrick Mercer (per company website, press releases, and historical disclosures).

### Who are the key current executives of Mercer Global Advisors?

Key leaders include Dave Welling (CEO), Daniel Gourvitch (President), Donald Calcagni (CIO), Gün Keresteci (CFO), Loren Pierson (COO), and Melissa Nims (Chief Solutions Officer) (per official company team pages).

### How can one access Mercer Global Advisors' regulatory filings?

Form ADV (including Part 2A Brochure) and Form CRS are publicly available via the SEC's Investment Adviser Public Disclosure website using CRD #147363 (per company FAQ and SEC IAPD).

## Related profiles

- [Bayshore Global Management](https://altss.com/profile/bayshore-global-management-llc-brin-family-office)
- [Evelyn Partners](https://altss.com/profile/evelyn-partners)

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Last updated: 2026-07-17T21:16:24.000Z

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