Mercury Capital Access, LLC (New York)

Mercury Capital Access, LLC is an adviser based in New York. It manages $17.95 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Florida and New York.

Mercury Capital Access provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mercury Capital Access: assets under management

The assets under management (AUM) of Mercury Capital Access, LLC is $17.95 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 967% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $17.95 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.49 million each.

Mercury Capital Access has custody of $17.95 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mercury Capital Access, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Mercury Capital Access serves?

The only and largest group of clients of Mercury Capital Access is pooled investment vehicles with 4 clients and $17.95 million of assets under management. Among the 5 most similar advisory firms, Mercury Capital Access has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $17.95 million for 4 clients. None of the firm’s clients are foreign persons or businesses.

Mercury Capital Access also advises several private funds. Namely, four hedge funds. The minimum investment commitment required of non-related persons is $100,000 for each fund.

Careers at Mercury Capital Access, LLC

The company employs 9 people that are either part- or full-time employees. 44 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Reymundo Calcano joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Christian Abadiotakis	Chief financial officer	1 Jan 2016	Other	6384442
Mike Manfredonia	Chief operating officer	1 Jan 2016	Other	6048119
Michael Gerard Ricciardi	Chief executive officer	1 Jan 2016	Other	1062522
Lp Mercury Capital Advisors Group	Manager	1 Apr 2016	75% - 100%	80-0472084
Edward Campbell Kuhnel	Chief administrative officer	1 Jan 2017	Other	4912658
Jane Shahmanesh	Chief compliance officer	1 Sep 2017	Other	4264734
Reymundo Calcano	Chief financial officer	1 Jul 2018	Other	6379514

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Gp Llc Mercury Capital Advisors Group	General partner	1 Jan 2016	75% - 100%	80-0472073

Based in New York

The principal office where Mercury Capital Access, LLC performs its advisory services is located at 225 Liberty Street, New York, NY 10281, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646-786-8100 or by fax 646-786-8090. The normal business hours are 9:00 a.m.-5:00 p.m. on Monday - Friday.