MERCATUS PARTNERS, LLC
Adviser information for MERCATUS PARTNERS, LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Utah, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Principal Office
2600 EXECUTIVE PARKWAYSUITE 451
LEHI
UT
United States
Monday - Friday, 8AM-5PM
Tel: 801-653-0564, Fax: N/A
Websites
Chief Compliance Officer
CHRISTOPHER RUSSELL
MANAGING DIRECTOR AND EXECUTIVE COMMITTEE MEMBER
2600 EXECUTIVE PARKWAY
SUITE 451
LEHI
UT
United States
Tel:
801-653-0564
Fax:
N/A
C****@*******************M
(Full email address available in API data)
Industry Affiliates
| ANDINA FAMILY OFFICES | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| MERCATUS PARTNERS STRATEGIC OPPORTUNITY ZONE INVESTMENT FUND II, LLC | Real Estate Fund | $21.4M | $0.3M | 18 |
| MERCATUS PARTNERS STRATEGIC OPPORTUNITY ZONE INVESTMENT FUND, LLC | Real Estate Fund | $9.4M | $0.3M | 5 |
| MERCATUS STRATEGIC OPPORTUNITIES FUND I, LLC | Real Estate Fund | $20.7M | $0.1M | 40 |
| MERCATUS STRATEGIC OPPORTUNITIES FUND II, LLC | Real Estate Fund | $7.3M | $0.1M | 24 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BELLISTON, JAMES, BRETT | Individual | – | LIMITED PARTNER | 06/2019 | 25-50% |
| BARLOW, ERIC, STEPHAN | Individual | – | LIMITED PARTNER | 06/2019 | 25-50% |
| RUSSELL, CHRISTOPHER, NMN | Individual | – | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | 06/2019 | 25-50% |
| CR MERCATUS MEMBER, LLC | Domestic Entity | – | MANAGING DIRECTOR | 06/2019 | 25-50% |
| COTTONWOOD INVESTMENT MANAGEMENT, LLC | Domestic Entity | – | LIMITED PARTNER | 06/2019 | 25-50% |
| J. BRETT BELLISTON TRUST, BRETT BELLISTON | Domestic Entity | – | LIMITED PARTNER | 06/2019 | 25-50% |
| BRETT BELLISTON | Domestic Entity | J. BRETT BELLISTON TRUST, BRETT BELLISTON | LIMITED PARTNER | 06/2019 | 25-50% |
| RUSSELL, CHRISTOPHER, NMN | Individual | CR MERCATUS MEMBER, LLC | MANAGING MEMBER | 06/2019 | 25-50% |
| BARLOW, ERIC, STEPHAN | Individual | COTTONWOOD INVESTMENT MANAGEMENT, LLC | LIMITED PARTNER | 06/2019 | 25-50% |