Skip to main content
Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM) HQ: Denver, CO

Mercer Global Advisors Inc.

$82.9B Total AUM · Institutional LP profile covering 26 historical fund disclosure records ($5.55B parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Private Credit, Venture Capital, Distressed / Special Situations (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
26
5 Open Source Trails Below
Sum of Disclosed Rows
$5.55B
Total AUM: $82.9B
Median Disclosed Amount
$113.2M
Range: $15.0M – $701.8M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/26)
1 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Mercer Global Advisors Inc.

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 26 total tracked records (+21 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Marathon Eco IV European Credit Opportunities IVAdviser 7.B Vehicle Private Credit 2025
$579.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TPG GP Solutions (A), L.P.Adviser 7.B Vehicle Distressed / Special Situations 2025
$579.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Clearlake Opportunities Partners III LPAdviser 7.B Vehicle Private Credit 2025
$518.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
EQT Exeter Logistics Value Fund IIAdviser 7.B Vehicle Real Estate 2024
$25.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
SONJ Private Opportunities Fund III, L.P.Adviser 7.B Vehicle Buyout 2024
$518.7M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Mercer Global Advisors Inc.

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Mercer Global Advisors Inc. (Family Office / MFO, $82.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 23.0% vs. 22.7% Actual; $248.7M Unallocated Target Bandwidth). SEC Form ADV (801-69271, CRD #147363) verified $82.92B discretionary AUM (Item 5.G.(12) External Private Manager Selection); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-23

Join Waitlist for Full Signal Log →
Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

Join waitlist for pacing dossier →

Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Mercer Global Advisors Inc.

578 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Mercer Global Advisors Inc. (26 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 14 Shared Vehicles

Holston Coral Gables Breckenridge Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
CV Consortio Fund L.P. (2023 Vintage)
Mercer Global Advisors Inc.: $81.0M · SEC Form ADV 7.B
Holston Coral Gables Breckenridge Industrial Consolidated Master Retirement Trust: $25.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: CBRE US Core Partners Fund, L.P. (2023 Vintage) · CRV Select Fund II, LP (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 12 Shared Vehicles

Champlain Valley Antietam Vance Permanent Endowment & Fiduciary Trust

Institutional Trust Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
CBRE US Core Partners Fund, L.P. (2023 Vintage)
Mercer Global Advisors Inc.: $27.5M · SEC Form ADV 7.B
Champlain Valley Antietam Vance Permanent Endowment & Fiduciary Trust: $20.2M · IRS Form 990 Sched D

Additional shared vehicles: CV Consortio Fund L.P. (2023 Vintage) · CRV Select Fund II, LP (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 12 Shared Vehicles

Wells Fargo & Company Cash Balance Pension Trust

Corporate Pension Plan California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
CRV Select Fund II, LP (2022 Vintage)
Mercer Global Advisors Inc.: $123.2M · SEC Form ADV 7.B
Wells Fargo & Company Cash Balance Pension Trust: $25.8M · SEC EDGAR Filing

Additional shared vehicles: CV Consortio Fund L.P. (2023 Vintage) · CBRE US Core Partners Fund, L.P. (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+575 Additional Institutional LPs Report Shared Vehicles with Mercer Global Advisors Inc.

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Mercer Global Advisors Inc.

You are viewing 5 open public preview records (out of 26 total tracked records for Mercer Global Advisors Inc.) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 26 tracked historical disclosure records (+21 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (578 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Mercer Global Advisors Inc. and our interactive GP workspace.

Strategies Disclosed by Mercer Global Advisors Inc.

Real Estate LPs →Buyout LPs →Private Credit LPs →Venture Capital LPs →Distressed / Special Situations LPs →

Frequently Asked Questions: Mercer Global Advisors Inc.

What type of institutional allocator is Mercer Global Advisors Inc. and what is their typical disclosed ticket size?

Mercer Global Advisors Inc. is categorized under Family Office / MFO (Regional Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM); Headquarters: Denver, CO). Across 26 historical disclosure records tracked on Prilago ($5.55B total parsed USD across disclosed rows), the median disclosed amount is $113.2M (range: $15.0M to $701.8M).

Which private-market strategies appear in Mercer Global Advisors Inc.'s public disclosures?

Mercer Global Advisors Inc. has disclosed records across Real Estate, Buyout, Private Credit, Venture Capital, Distressed / Special Situations. Open preview records include Marathon Eco IV European Credit Opportunities IV (2025 Vintage), TPG GP Solutions (A), L.P. (2025 Vintage), Clearlake Opportunities Partners III LP (2025 Vintage), EQT Exeter Logistics Value Fund II (2024 Vintage).

How are Mercer Global Advisors Inc.'s historical records substantiated and separated from active searches on Prilago?

Records for Mercer Global Advisors Inc. cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Mercer Global Advisors Inc.'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/mercer-global-advisors-inc or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Mercer Global Advisors Inc.?

In Prilago's bilateral commitment graph, Mercer Global Advisors Inc. shares resolved underlying fund vehicles with 578 institutional LPs across 26 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Holston Coral Gables Breckenridge Industrial Consolidated Master Retirement Trust (14 shared vehicles, e.g. CV Consortio Fund L.P. (2023 Vintage)), Champlain Valley Antietam Vance Permanent Endowment & Fiduciary Trust (12 shared vehicles, e.g. CBRE US Core Partners Fund, L.P. (2023 Vintage)), Wells Fargo & Company Cash Balance Pension Trust (12 shared vehicles, e.g. CRV Select Fund II, LP (2022 Vintage)).

Related Family Office / MFO & Mountain West & Southwest (CO / AZ / UT / NV / MT / NM) Institutional LPs

Colorado PERA (830)New Mexico State Investment Council (676)Arizona SRS (411)New Mexico PERA (361)Idaho PERSI (234)Wyoming WRS (60)New Mexico ERB (55)DERP (Denver Employees Retirement) (37)Brighton Jones (32)Broadmoor Deerfield Valley Sinclair Institutional Outsourced CIO & Wealth Advisory (32)