Santa Barbara, California
Date of Investment
May 2008 (Fund II/Realized) and August 2016 (Fund III/Merger of Kanaly Trust and Mercer Advisors)
Mercer Advisors provides wealth management services which include financial planning, investment management, and retirement plan services for individuals. From offices in over 20 locations, Mercer manages over $8 billion for its high-net-worth clients.