Mercer Advisors Private Asset Management, INC.

Fee-Only (% of Portfolio)

Mercer Advisors Private Asset Management (MAPAM) manages private investment funds. MAPAM does not provide investment advice or implementation services directly to fund investors; these services are generally provided by Mercer Global Advisors (MGA) or another investment professional. MAPAM manages the Aspen Funds, which are offered to MGA advisory clients, and the Regis Funds, which are closed to new investors.

Assets Under Management$59M
Clients4
AdvisorsN/A
Avg. per Client$15M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

This fee applies only to Non-Advisory Class Limited Partners in the Aspen Funds. Advisory Class Limited Partners (current MGA clients) do not pay a management fee.

Fee Estimator
Your Portfolio Value
$500K
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