Mercer Acquires Regis


December 7, 2022

On December 1, 2022, Mercer Global Advisors, Inc. announced the acquisition of Regis Management Company, LLC.

Under the terms of the transaction, Mercer Global Advisors, Inc. (“Mercer”) has acquired Regis Management Company, LLC (“Regis”). Financial terms were not disclosed.

Mercer, based in Denver, is a registered investment advisor that provides investment management and financial planning services. Mercer has $38 billion assets under management.

Regis, based in Menlo Park, California, is a wealth management firm catering to ultra-high net worth clients. Regis has approximately $5 billion in client assets under management.

To read the press release: please click here.

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