Mercor Investment Group is an SEC registered investment adviser organized as a sole proprietorship. Its latest Form ADV filing, dated January 13, 2026, reports $42M in regulatory assets under management, 1 employee, and 31 accounts.
Assets Under Management
$42M
Employees
1
Offices
--
Total Clients
31
Primary office
PUEBLA
18 ORIENTE 205 DESPACHO 1 COL. CENTRO, PUEBLA, Mexico
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.7% of total clients.
Top client categories% of clientsClients
1
HNWI
67.7%
21
2
Individuals
32.3%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$42Mas of January 13, 2026
Discretionary100.0%
$42M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$42M
Total Accounts31
10Y AUM Change+$21M (+104.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee31:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.