The MERCATO PARTNERS is a privately held investment adviser that advises $1.74Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. MERCATO PARTNERS is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 128.4% over the last 5-years.
The Group has been registered with the SEC for 14.34 years and is comprised of 3 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 2750 E COTTONWOOD PARKWAY SUITE 500, SALT LAKE CITY, UTAH. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
Their $1.74Bn in assets advised are owned by 16 private funds, 1 public fund and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $1.54Bn or 88.51% of Total Assets and Investment Companies (IC) own $200mn or 11.49% of Total Assets.
The Group's top investment strategies include Traditional LBO and Early Stage, representing 52.9% and 47.1% of total assets, respectively.
They advise Venture Capital Fund fund type.
The Group uses 1 Fund Administrators, 3 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $37.03mn in assets.
The Group does not disclose any type of fee.
MERCATO PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.