Tag: Mercer
Mercer Acquires $5 Billion RIA
Mercer Advisors Inc., a registered investment adviser with $38 billion in client assets, acquired Regis Management Company LLC, a wealth management firm with $5...
Mercer Advisors Acquires RIA with AUM of $1 Billion
Mercer Global Advisors Inc., a registered investment adviser with $38 billion in client assets, announced the acquisition of Goldstein Munger + Associates Inc.
Goldstein Munger,...
Private Equity-Backed Mercer Advisors Buys $740 Million Firm
Mercer Global Advisors Inc., a registered investment adviser with $28 billion in client assets, has purchased Epstein & White Financial LLC, a wealth management...
Bluerock Total Income+ Reports Fourth Quarter Returns and Bullish Outlook for...
The Bluerock Total Income+ Real Estate Fund (Tickers: TIPRX, TIPPX, TIPWX, TIPLX), a closed-end interval fund, reported fourth quarter total returns of 2.57 percent...
Mercer Buys Two RIAs with a Combined $1.6 Billion AUM
Mercer Global Advisors Inc., a registered investment adviser, has acquired McGee Wealth Management Inc., a firm located in Portland, Oregon with approximately $815 million...
Bluerock Total Income+ NAV Jumps 2.1%
The Bluerock Total Income+ Real Estate Fund (TIPRX, TIPPX, TIPWX, TIPLX), a closed-end interval fund), reported a net asset value per share of $29.50...
Mercer Advisors Buys Colorado RIA in Latest Acquisition
Mercer Global Advisors Inc., a national registered investment adviser, has acquired Summit Wealth Advisors Inc., a wealth management firm located in Frisco, Colorado with...
Mercer Advisors Continues Buying Spree with $910 Million RIA Acquisition
Mercer Global Advisors Inc., a registered investment adviser with $20 billion in client assets, has acquired M.J. Smith and Associates Inc., a wealth management...
Mercer Advisors Buys $660 Million RIA
Mercer Global Advisors Inc., a registered investment adviser, has acquired ClearRock Capital LLC, a wealth management firm headquartered in Sun Valley, Idaho with a...
Mercer Advisors Buys Los Angeles-Based RIA
Mercer Global Advisors Inc., a registered investment adviser, has purchased Argosy Wealth Management Inc., a wealth management firm located near Beverly Hills, California with...
Genstar-Backed Mercer Global Advisors Grows Northeast Presence with Latest Acquisition
Mercer Global Advisors Inc., a registered investment adviser with more than $16.5 billion in client assets, has purchased Regent Wealth Management Group, an RIA...
Genstar-Backed Mercer Global Advisors Buys $510 Million AUM Firm
Mercer Global Advisors Inc., a registered investment advisor backed by Genstar Capital, has purchased Jackson Financial Management Inc., a large wealth management firm located...
Mercer Advisors AUM Tops $15 Billion with Latest Acquisition
Mercer Global Advisors Inc., a national registered investment advisor, has acquired Confluence Financial Advisors LLC, a comprehensive wealth management firm located in Boulder, Colorado...
Mercer Advisors Acquires California-Based RIA Dragon Financial Group
Mercer Advisors Inc., a registered investment adviser, has acquired Dragon Financial Group, an RIA firm located in San Mateo, California with more than $110...
Mercer Advisors Acquires Beacon Wealth Management
Mercer Advisors Inc., a registered investment advisor backed by private equity firm Genstar Capital, has acquired Beacon Wealth Management, a boutique wealth management firm...
Sponsored: Bluerock Reports Record Capital Raise of Over $75 Million for...
Bluerock Capital Markets, LLC (the “Company”), a distributor of institutional alternative investment products, and the dedicated dealer manager for Bluerock Real Estate (“Bluerock”), announced...
Bluerock’s Interval Fund Reports $30.10 NAV for Class A Shares
Bluerock’s Total Income+ Real Estate Fund (Tickers: TIPRX, TIPPX, TIPWX, TIPLX), a closed-end interval fund, announced that the net asset value for its Class...
Bluerock Partners with CAIS to Expand Interval Fund Distribution
CAIS, a financial product platform for independent wealth management, and Bluerock Capital Markets, the managing broker dealer for alternative investment management firm Bluerock, have...
Mercer Advisors Acquires its Largest RIA Firm to Date
Mercer Advisors Inc., a national registered investment advisor, has acquired Traust Sollus Wealth Management, its largest RIA firm integration to date. Traust Sollus is...
Mercer Acquires RIA with $364 Million in Client Assets
Mercer Advisors Inc., a national registered investment advisor firm based in Santa Barbara, has acquired Clearwater, Florida-based GFS Private Wealth, bringing its assets under...
