Key facts
- Mercer Global Advisors’s last known valuation is $750.0M (Nov 2019).
- It has raised $1.1B; the latest was General Corporate Purpose ($500.0M) in Nov 2025.
- Notable investors include Genstar Capital, Harvest Partners, NB Capital Solutions, Altas Partners, Oak Hill Capital.
- Status: Privately Held (backing).
- ·The complete investor list — 5 names
- ·Watchlist + deal alerts for Mercer Global Advisors
- ·The full record, as it builds
Funding rounds
No funding rounds for Mercer Global Advisors are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Mercer Global Advisors
Provider of wealth management services intended to serve family offices for families ranging from mass affluent to ultra-high-net-worth and serves a spectrum of institutional clients, including companies, endowments and foundations. The company specializes in financial planning, investment management, estate planning, tax strategy and preparation, insurance solutions and trustee services, thereby offering services tailored to individual clients.
- Sector
- Financial Services
- HQ
- Denver, CO, United States
- Founded
- 1985
- Employees
- 1,500
- Website
- merceradvisors.com/
- Ownership
- Privately Held (backing)
Mercer Global Advisors doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Mercer Global Advisors shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Mercer Global Advisors in its N-PORT filings yet. We sweep new filings monthly.