Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is majority owned by Oak Hill Capital, Genstar Capital, and Altas Partners. Mercer Global Advisors, Inc. is headquartered in ...

Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is majority owned by Oak Hill Capital, Genstar Capital, and Altas Partners. Mercer Global Advisors, Inc. is ...

Expanding its family office platform, $70 billion RIA enables advisors to manage clients’ held-away investment accounts with no added fees to clients or advisors through its strategic ...

Aspen Partners operating expenses are capped at 0.19% of aggregate capital commitments. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning ...

ACA Group, which is backed by Genstar Capital, has acquired Global Trading Analytics, a Rutherford, New Jersey-based provider of transaction cost analysis services. ACA is a governance ...

Conestoga Capital Advisors, an asset management company, released its first-quarter 2025 investor letter. Equity markets started the year with a rally due to optimism about a strong economy and ...

Redfearn Capital has added a new equity partner in the recapitalization of an industrial portfolio in Florida, Commercial Observer has learned. DRA Advisors joined Redfearn, a private equity firm, to ...

Capital Advisors Ltd. LLC’s holdings in Microsoft were worth $7,453,000 at the end of the most recent quarter. Several other institutional investors have also modified their holdings of the company.

Whether it’s offering new services, changing fee structure, shuffling roles, or focusing more on becoming specialists, advisors and firms will need to find ways to differentiate themselves to ...

Capital markets firms Metropolis Capital Advisors and AMA Financial announced a merger Wednesday, with ambitions to double their combined transaction volume over the next three years to more than ...

While private equity funds, including private credit and venture capital, have traditionally ... senior director of investment strategy at Mercer Advisors, says advisors should help clients ...

It was in January when Indivisible announced the addition of its first advisor team, Woodring/LeRoy Capital Advisors. The New York-based practice manages $640 million in assets.