Fundraisers / Mercer Allied Company LP

FundraiserRegistered broker-dealer

Mercer Allied Company LP

FINRA 37404 · placing rounds since Dec 2025

2company rounds placed
2in the last two years, last Dec 2025
$2.4Bsold in the rounds they placed
0.7%typical commission; the median firm takes 4.9%

Named on 2 Form D filings as paid to sell the offering: 2 for operating companies. 1 registered agent named.

Quarter by quarter

Company rounds they placed in each quarter, from the filings.

225Q4

What they place

2rounds
  • Insurance100%

How big the rounds are

  1. Under $1M0
  2. $1M to $5M0
  3. $5M to $20M0
  4. $20M to $100M0
  5. $100M+2

Where the companies are

IL1NY1

Rounds they placed

Company roundsEverything, funds and real estate too

FiledIssuerIndustrySold
Dec 2025HNW PPVA Series Account - 1Agents: Mercer Allied Company LPInsurance$2.1B
Dec 2025ZALICONY HNW PPVA Series Account - 1Agents: Mercer Allied Company LPInsurance$268M

From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.

Often on the same rounds

Other fundraisers named on the same filings: the firms they syndicate with.

Morgan Stanley2 rounds togetherRBC Wealth Management2 rounds togetherJ.P. Morgan Securities LLC2 rounds togetherM Holdings Securities Inc.2 rounds togetherMorgan Stanley Smith Barney, LLC2 rounds togetherRockefeller Financial LLC2 rounds together

Founders who worked with them

No one has said so yet.

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Marked verified when your company is one of the rounds they placed.

A badge for their site

Mercer Allied Company LP badge from Millionrounds

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