MA
Mercer Advisors Private Asset Management, Inc.
SEC-registered
Private Fund Manager · Small ($100M–$1B)
CRD 327830
· SEC file 801-129203
· Denver, CO
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ADV data as of Jul 01, 2026
- Regulatory AUM
- $206M
- Discretionary
- $206M
- Clients
- 7
- Avg AUM / client
- $29.4M
- Accounts
- 7
- Employees
- 1
AUM over time
$0
$206M
Nov 2023
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $206M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $31.8M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Regis Partners Fund, L.P. | Hedge Fund | Delaware | $31.0M | 8 |
| Regis India Opportunities Fund Ii, L.P. | Real Estate Fund | Delaware | $784K | 1 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christine Adele Cataldo | Chief Technology Officer | CFP | Feb 2023 (4y) | Less than 5% |
| Donald Andrew Calcagni | President And Chief Investment Officer | CFP | Feb 2023 (4y) | Less than 5% |
| Encino, Mathew, Ryan | General Counsel, Secretary | Feb 2023 (4y) | Less than 5% | |
| Lellis, Martine, Elizabeth | Chief Talent Officer | Feb 2023 (4y) | Less than 5% | |
| Welling, Charles, David | Chief Executive Officer | Feb 2023 (4y) | Less than 5% | |
| Keresteci, Gun, Hasan | Chief Financial Officer | Feb 2024 (3y) | Less than 5% | |
| Casdia, Christopher, Vincent | Chief Compliance Officer | Jun 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mercer Advisors Private Asset Holdings, Inc. | Parent Company | Feb 2023 | A | 75% or more |
| Mercer Advisors Inc. | Parent Company | Feb 2013 | B | ≈ 56.25% – 100% via Mercer Advisors Private Asset Holdings, Inc. |
| Gc Waves Holdings, Inc. | Parent Company | Mar 2015 | B | ≈ 42.19% – 100% via Mercer Advisors Inc. |
| Og Crimson Parent, Inc. | Parent Company | Oct 2019 | B | ≈ 31.64% – 100% via Gc Waves Holdings, Inc. |
| Og Crimson Holdings, L.P. | Parent Company | Jan 2023 | B | ≈ 13.35% – 100% via Og Crimson Parent Holdings I, Inc. |
| Og Crimson Parent Holdings Ii, Inc. | Parent Company | Jan 2023 | B | ≈ 23.73% – 100% via Og Crimson Parent, Inc. |
| Og Crimson Parent Holdings I, Inc. | Parent Company | Jan 2023 | B | ≈ 17.8% – 100% via Og Crimson Parent Holdings Ii, Inc. |
| Aph Iii Primetime Aggregator, L.P. | Shareholder | Aug 2023 | B | ≈ 3.34% – 50% via Og Crimson Holdings, L.P. |
| Altas Partners Holdings Iii(a) Lp | Shareholder | Aug 2023 | B | ≈ 0.83% – 25% via Aph Iii Primetime Aggregator, L.P. |
| Altas Partners Holdings Iii Lp | Shareholder | Aug 2023 | B | ≈ 0.83% – 25% via Aph Iii Primetime Aggregator, L.P. |
| Aph Iii Primetime Co Invest Lp | Shareholder | Aug 2023 | B | ≈ 0.83% – 25% via Aph Iii Primetime Aggregator, L.P. |
| Og Crimson Holdings Genpar, Llc | General Partner | Sep 2019 | B | GP / trustee / elected manager of Og Crimson Holdings, L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Mercer Advisors Inc.: 75% – 100% of Mercer Advisors Private Asset Holdings, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Gc Waves Holdings, Inc.: 75% – 100% of Mercer Advisors Inc. × 75% – 100% of Mercer Advisors Private Asset Holdings, Inc. × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Og Crimson Parent, Inc.: 75% – 100% of Gc Waves Holdings, Inc. × 75% – 100% of Mercer Advisors Inc. × 75% – 100% of Mercer Advisors Private Asset Holdings, Inc. × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Og Crimson Holdings, L.P.: 75% – 100% of Og Crimson Parent Holdings I, Inc. × 75% – 100% of Og Crimson Parent Holdings Ii, Inc. × 75% – 100% of Og Crimson Parent, Inc. × 75% – 100% of Gc Waves Holdings, Inc. × 75% – 100% of Mercer Advisors Inc. × 75% – 100% of Mercer Advisors Private Asset Holdings, Inc. × 75% – 100% direct ≈ 13.35% – 100% of the firm
- Og Crimson Parent Holdings Ii, Inc.: 75% – 100% of Og Crimson Parent, Inc. × 75% – 100% of Gc Waves Holdings, Inc. × 75% – 100% of Mercer Advisors Inc. × 75% – 100% of Mercer Advisors Private Asset Holdings, Inc. × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Og Crimson Parent Holdings I, Inc.: 75% – 100% of Og Crimson Parent Holdings Ii, Inc. × 75% – 100% of Og Crimson Parent, Inc. × 75% – 100% of Gc Waves Holdings, Inc. × 75% – 100% of Mercer Advisors Inc. × 75% – 100% of Mercer Advisors Private Asset Holdings, Inc. × 75% – 100% direct ≈ 17.8% – 100% of the firm
- Aph Iii Primetime Aggregator, L.P.: 25% – 50% of Og Crimson Holdings, L.P. × 75% – 100% of Og Crimson Parent Holdings I, Inc. × 75% – 100% of Og Crimson Parent Holdings Ii, Inc. × 75% – 100% of Og Crimson Parent, Inc. × 75% – 100% of Gc Waves Holdings, Inc. × 75% – 100% of Mercer Advisors Inc. × 75% – 100% of Mercer Advisors Private Asset Holdings, Inc. × 75% – 100% direct ≈ 3.34% – 50% of the firm
- Altas Partners Holdings Iii(a) Lp: 25% – 50% of Aph Iii Primetime Aggregator, L.P. × 25% – 50% of Og Crimson Holdings, L.P. × 75% – 100% of Og Crimson Parent Holdings I, Inc. × 75% – 100% of Og Crimson Parent Holdings Ii, Inc. × 75% – 100% of Og Crimson Parent, Inc. × 75% – 100% of Gc Waves Holdings, Inc. × 75% – 100% of Mercer Advisors Inc. × 75% – 100% of Mercer Advisors Private Asset Holdings, Inc. × 75% – 100% direct ≈ 0.83% – 25% of the firm
- Altas Partners Holdings Iii Lp: 25% – 50% of Aph Iii Primetime Aggregator, L.P. × 25% – 50% of Og Crimson Holdings, L.P. × 75% – 100% of Og Crimson Parent Holdings I, Inc. × 75% – 100% of Og Crimson Parent Holdings Ii, Inc. × 75% – 100% of Og Crimson Parent, Inc. × 75% – 100% of Gc Waves Holdings, Inc. × 75% – 100% of Mercer Advisors Inc. × 75% – 100% of Mercer Advisors Private Asset Holdings, Inc. × 75% – 100% direct ≈ 0.83% – 25% of the firm
- Aph Iii Primetime Co Invest Lp: 25% – 50% of Aph Iii Primetime Aggregator, L.P. × 25% – 50% of Og Crimson Holdings, L.P. × 75% – 100% of Og Crimson Parent Holdings I, Inc. × 75% – 100% of Og Crimson Parent Holdings Ii, Inc. × 75% – 100% of Og Crimson Parent, Inc. × 75% – 100% of Gc Waves Holdings, Inc. × 75% – 100% of Mercer Advisors Inc. × 75% – 100% of Mercer Advisors Private Asset Holdings, Inc. × 75% – 100% direct ≈ 0.83% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $31.8M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Regis Partners Fund, L.P. | Hedge Fund | $31.0M | $1.0M | 8 |
| Regis India Opportunities Fund Ii, L.P. | Real Estate Fund | $784K | $0 | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 2.51 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗