# Mercer Allied Company LP: fundraiser

> Mercer Allied Company LP placed 2 company rounds filed with the SEC, most recently Dec 2025. Who they placed, by sector and size.

Source: https://millionrounds.com/providers/mercer-allied-company-lp (Millionrounds; every figure on the page links to its filing or article)

[Fundraisers](https://millionrounds.com/fundraisers) / Mercer Allied Company LP

Fundraiser Registered broker-dealer

# Mercer Allied Company LP

FINRA 37404 · placing rounds since Dec 2025

**2** company rounds placed

**2** in the last two years, last Dec 2025

**$2.4B** sold 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.

**2** 25Q4

## What they place

- Insurance **100%**

## How big the rounds are

- Under $1M **0**
- $1M to $5M **0**
- $5M to $20M **0**
- $20M to $100M **0**
- $100M+ **2**

## Where the companies are

**IL** 1 **NY** 1

## Rounds they placed

[Company rounds](https://millionrounds.com/providers/mercer-allied-company-lp)[Everything, funds and real estate too](https://millionrounds.com/providers/mercer-allied-company-lp?show=all)

Filed Issuer Industry Sold

Dec 2025 HNW PPVA Series Account - 1 Agents: Mercer Allied Company LP Insurance **$2.1B**

Dec 2025 ZALICONY HNW PPVA Series Account - 1 Agents: Mercer Allied Company LP Insurance **$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 Stanley** 2 rounds together](https://millionrounds.com/providers/morgan-stanley-and-co-llc)[**RBC Wealth Management** 2 rounds together](https://millionrounds.com/providers/rbc-wealth-management)[**J.P. Morgan Securities LLC** 2 rounds together](https://millionrounds.com/providers/j-p-morgan-securities-llc)[**M Holdings Securities Inc.** 2 rounds together](https://millionrounds.com/providers/m-holdings-securities-inc)[**Morgan Stanley Smith Barney, LLC** 2 rounds together](https://millionrounds.com/providers/morgan-stanley-smith-barney-llc)[**Rockefeller Financial LLC** 2 rounds together](https://millionrounds.com/providers/rockefeller-financial-llc)

## Founders who worked with them

No one has said so yet.

Worked with them? Say so

## A badge for their site

It shows their latest standing in the quarterly rankings and links back here.

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