Our digitally-enabled fintech platform offers institutions, wealth advisors, family offices, RIAs, and other authorized suitable investors exclusive access to Mercury’s proprietary suite of curated, leading-edge alternative investments.

Welcome to Mercury

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Tombstone
FAST FACTS
600+ Years of Professional Experience
$160BB Placements by Mercury Professionals*
100+ Mandates Executed*
50 Team Members
19 Investment Categories
16 Offices and Affiliates
4 Wholly Owned Broker-Dealers
1 2015 North America Ranking
Private Equity International

*Inclusive of Merrill Lynch activity

Snapshot

  • Comprehensive, end-to-end, paperless solution for accessing a broad menu of online offerings, independent research, product tutorials, roadshow videos, and institutional due diligence, all investable in a single automated subscription document
  • Dedicated team of 16 professionals focused exclusively on due diligence, origination, and project management  
  • Efficient, seamless, and simple to navigate; mobile-responsive, proprietary technology available via smartphone, desktop, or tablet
  • Curated suite of 30-40 differentiated, market-agnostic, leading-edge alternatives opportunities. 19 investment categories spanning the liquidity spectrum
  • Registered Investment Advisers may authorize their Qualified Purchasers for independent use of the iFunds platform
  • Investments that meet or exceed the minimum required by the manager are typically offered flat. No markups. No trailers
  • Investments below the minimum required by the underlying manager are offered via subscription to Mercury iFundsTM LLC, a segregated series, private fund platform managed by our affiliate, Mercury Capital Access LLC
  • Minimum subscriptions of $100,000 accepted in Mercury iFundsTM LLC. Subscribers must be “accredited investors“, as defined in the 1933 Act and “qualified purchasers” as defined in the 1940 Act
  • Transparent management fees of 50 basis points for investments below the manager minimum. Fund administration through Conifer Financial, a wholly-owned subsidiary of SS&C, among the top three administrators in the world
  • Integrated reporting through DTCC Alternative Investment Products Services for RIAs that process through all major custodians
  • Mercury is an independent licensed insurance agent in the State of New York
  • Partnering with Lombard International (a Blackstone company) and Crown Global Insurance on wealth structuring using Private Placement Life Insurance (PPLI) and Variable Annuity (PPVA) products
  • All Mercury iFunds are approved for IRA subscription through PENSCO Trust Company, the largest self-directed IRA custodian in the U.S.
  • Interactive quarterly manager fundraising webinar roadshows
  • Accessible via 450,000 Bloomberg terminals through AssetTV, plus 2,500 preexisting substantive institutional relationships worldwide representing in excess of $50 trillion 
  • Secure electronic data collection and signature through DocuSign; password protected 256-bit bank-grade encryption; secure, continuously monitored private cloud
  • Mercury Capital Advisors Group audited by BDO USA, LLP, of BDO Int’l Ltd, the fifth largest accounting firm in the world; Katten Muchin Rosenman LLP nationally recognized in 2016 “Best Law Firms” ranking by U.S. News and World Report
Frequently asked questions

Meet the Team

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Board of Advisors

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  • ROY ZUCKERBERG

    Chairman
    Mercury iFunds Board of Advisors
    Former Vice Chairman
    GOLDMAN SACHS GROUP

    ROY ZUCKERBERG

    Chairman
    Mercury iFunds Board of Advisors
    Former Vice Chairman
    GOLDMAN SACHS GROUP

    Roy is currently a Senior Director of The Goldman Sachs Group, Inc. after stepping down as Vice Chairman of the Firm, a member of the Executive Committee, and head of the Equities Division in November of 1998. He joined the firm in 1967 and in 1976 became a General Partner. In 2001, he created a private investment company, Samson Investment Partners.
    Roy is former Chairman of the Board of Trustees and presently a member of the Executive Committee of Northwell Health, formally North Shore-Long Island Jewish Health System, Inc. Roy is past Chairman of the Board of Governors of Ben-Gurion University of the Negev in Israel where he served from 2004 to 2012. Roy is also Honorary Chairman of the Zuckerberg Institute for Water Research. The Zuckerberg Institute, now in its eleventh year of operation leads interdisciplinary, cutting-edge research and graduate education in water sciences, aimed at improving human well-being in drylands through technologies and policies for sustainable use of water resources. In 2009, he received an honorary doctoral degree from Ben-Gurion University. A Trustee of Cold Spring Harbor Laboratory and the New York Historical Society, Roy is a Director of the Community Foundation for Palm Beach and Martin Counties.Roy chaired the investment committee of the University of Massachusetts Foundation from 2000 to 2009 and supports the Roy J. Zuckerberg Endowed Leadership Chair. The University of Massachusetts has honored him with their Distinguished Alumni Award, a doctor of humane letters and the President’s Medal. Roy received a B.S. from Lowell Technological Institute (now LI.Mass) in 1958.

  • DAVE BARRETT

    Managing Director
    FORT MANAGEMENT, LP

    DAVE BARRETT

    Managing Director
    FORT MANAGEMENT, LP

    Dave Barrett is a Managing Director and the head of the Business Development & Investor Relations at FORT, an investment management firm which provides alternative investment advisor services to leading institutional investors and high-net-worth individuals. Prior to joining FORT in January, 2016, he held a similar role from 2012-2014 at Gotham Asset Management. David attended Washington University and Hofstra Law School, then practiced law for three years in New York. In 1986, he entered the MBA training program in the Fixed Income Division of Morgan Stanley. He worked in that department for five years, then joined the firms Government Relations group, where he spent another five years. In 1996, he joined Morgan’s Prime Brokerage business, where he started their Capital Introduction group, which he ran globally for eight years. After eighteen years at Morgan Stanley, Dave joined Merrill Lynch, where he was the Global Head of Origination in their Hedge Fund Development and Management Group. In that role he led a team that sourced hedge fund managers for all of Merrill’s distribution platforms. After four years there, he rejoined Morgan Stanley in 2008, where he again was initially responsible for Capital Introduction, and then started the Private Capital Markets Group within Global Capital Markets. That business raised capital for hedge funds and private companies. Among David’s more high profile clientele are the Tiger Accelerator Fund, Brevan Howard, and KLS.

  • RONALD BLAYLOCK

    Founder and Managing Partner
    GENNx360

    RONALD BLAYLOCK

    Founder and Managing Partner
    GENNx360

    Ronald E. Blaylock is the founder and managing partner of GenNx360, a private equity firm that focuses its investments in industrial and business service companies in the U.S. middle market. Prior to launching GenNx360 Capital Partners, Ronald founded and managed Blaylock & Company, one of the top investment banking firms in the country. The firm underwrote and advised on over $150 billion in transactions in 2005 alone. Blaylock & Co. participated in transactions for a diverse, blue-chip roster of clients that included AT&T, Boeing, CIT, GE, Google, Time Warner, UPS, and Verizon, among other Fortune 500 companies. Ronald serves on the boards of numerous corporate and non-profit organizations including W.R. Berkley, Inc.; Radio One, Inc.; CarMax, Carnegie Hall; and the New York University Board of Trustees. In 1999, Blaylock was voted Capital Raiser of the Year by Corporate Finance Magazine. More recently, in 2005 he was named one of the Most Powerful Blacks on Wall Street by Black Enterprise Magazine and was also named Man of the Year, by the Covenant House for his charity work with that organization. Ronald earned his M.B.A. in finance from New York University’s Stern School of Business and his B.S. in finance from Georgetown University. Prior to founding the investment banking firm in 1993, he held executive management positions with UBS and CitiGroup.

  • HENRY BREGSTEIN

    Global Co-Chair of Financial Services
    KATTEN MUCHIN ROSENMAN LLP

    HENRY BREGSTEIN

    Global Co-Chair of Financial Services
    KATTEN MUCHIN ROSENMAN LLP

    Henry Bregstein is the global co-chair of the firm’s Financial Services practice and a member of the firm’s Board of Directors. In his role as partner in the Financial Services practice, he advises alternative investment managers, hedge funds, private equity funds, liquid-alternative funds, family offices, sovereign wealth funds and investment advisers, as well as banks, broker-dealers (including online third-party marketers), life and other insurance companies, in multiple jurisdictions on regulatory, securities, commodities, tax, finance, licensing, corporate and other legal matters. Henry provides guidance on fund formation and regulatory compliance and advice related to all types of alternative investment funds and accounts, including hedge funds, private equity funds, mutual funds, insurance-dedicated funds (including bank-owned, insurance company-owned and corporate-owned life insurance, tax efficient funds, funds of funds and managed account platforms. He has been recognized by a number of hedge fund and investment industry rankings and publications, including Chambers Global 2016, Chambers USA 2016 and Legal 500. Largely considered an innovator in his field, Henry holds two patents and has one patent application pending. He was granted a patent for a multi-level leverage account structure, and his pending patent application involves a tax-efficient fund in which investors can obtain exposure to variable annuities and life insurance policies in a hedge fund structure with income tax deferment or elimination. Mr. Bregstein earned is B.A. from The University of Pennsylvania and his law degree from the Benjamin N. Cardozo School of Law, magna cum laude, where is served as Senior Editor on its law review. Additionally, he was named the “Distinguished Business Law Practitioner in Residence” at Widener University Commonwealth Law School.

  • JOHN CADEDDU

    Managing Director and Partner
    DAG VENTURES

    JOHN CADEDDU

    Managing Director and Partner
    DAG VENTURES

    John is a technology investor, investing across a range of sectors in private companies with disruptive, fast-growing business models. He co-founded DAG Ventures in 2004, raised over $1.6 Billion for the DAG Ventures funds and successfully backed a growing number of now-public companies (including YELP, AMBA, PACB, FEYE), as well as promising companies such as Bloom Energy, Glassdoor, Nextdoor, WeWork, Wealthfront, Silver Peak Systems, One Medical Group, DogVacay and more. More recently, John has invested in the vertical farming sector (Blue Planet Farms) and using big data in farming (Farmers Business Network). He is an active board member and board adviser, typically helping his entrepreneurs find great talent to manage their fast-growing businesses. John’s professional experience prior to DAG Ventures included middle-market private equity (Duff Ackerman & Goodrich), mezzanine investing (BBU Funds), merchant banking (Amsterdam Pacific), high-growth technology companies (Octel Communications, Tandem Computers) and banking (Morgan Guaranty / JP Morgan). He earned his BA at Harvard College (1987) and MBA at Stanford’s Graduate School of Business (1992). More importantly, he’s happily married with four children. No, he does not get enough sleep.

  • MICHAEL D. FASCITELLI

    Former CEO
    VORNADO REALTY TRUST

    MICHAEL D. FASCITELLI

    Former CEO
    VORNADO REALTY TRUST

    Michael D. Fascitelli is the Chairman of the Investment Committee of Cadre. He is also a managing partner and co-founder of the Imperial Companies. He is the former President and Chief Executive Officer of Vornado Realty Trust and former President of Alexander’s, Inc. He currently serves as a Trustee of the Board of Vornado Realty Trust. He is a member of the Class of 1978 of the University of Rhode Island where he received his BS in Industrial Engineering, Summa Cum Laude. After graduating from URI, Mr. Fascitelli joined the Bristol Myers Company. In 1982 he received his MBA with highest distinction from the Harvard Graduate School of Business Administration. After graduating from Harvard in 1982, Mr. Fascitelli joined McKinsey & Company, Inc., a management consulting firm. In 1985 he joined Goldman, Sachs & Co. in the Real Estate Department. He became partner in 1992 and was head of the real estate investment banking business. He served on the Investment Committee for the Whitehall Real Estate Fund. In December 1996 he became President of Vornado Realty Trust. He subsequently became Chief Executive Officer of Vornado in May 2009 and served until April 15, 2013. Mr. Fascitelli has been active over the years in the real estate industry and his community. He is a Trustee and Director of the Urban Land Institute. He is past Chairman of the Wharton Real Estate Center and still serves on the Executive Committee. He serves on the Board of the Child Mind Institute and The Rockefeller University Board of Trustees. From the Greater New York Councils Boy Scouts of America he received the Good Scout award and the James E. West Fellow award in 1997 and the Silver Beaver Award in 2003. In May 2008, he received his Doctor of Laws from the University of Rhode Island.

  • ROBERT M. FELL

    Co-Founder and Former CEO
    PRICELOCK, INC.

    ROBERT M. FELL

    Co-Founder and Former CEO
    PRICELOCK, INC.

    Robert M. Fell is a successful public and private investor and entrepreneur. Mr. Fell co-founded Pricelock, Inc. and served as its Chief Executive Officer until May 2011.  He currently serves as Chairman of the Board. He also serves as Co-Chairman of the Brain Health Initiative, Inc at UCSF. From June 1998 to March 2002, Mr. Fell served as Chairman of Youbet.com through its public offering and sale to Churchill Downs. From 1994 to 1997, Mr. Fell was Chairman and CEO of Archon Communications, Inc (“ACI”). ACI acquired control of publicly listed Premiere Radio Networks, Inc., and built the Company into the largest radio programming Company in the US.  Premiere was sold to Clear Channel Communications, Inc..  Mr. Fell was also the Founder of Silicon Gaming, Inc. and served as its initial President and CEO and as a Board Member through its public offering. Through both Fell & Company, Inc. and Fell & Nicholson Technology Resources, Inc., Mr. Fell has played a substantial role in investing in, restructuring and augmenting the management of both established and startup media, communications and technology companies over the past 30 years.. Mr. Fell is a limited partner and co-investor in a number of well known Venture Capital Firms and has served on numerous public and private Boards. Mr. Fell is a graduate of Dartmouth College and received his MBA from the Wharton School of the University of Pennsylvania.

  • GAIL MACKINNON

    Former Executive Vice President
    TIME WARNER CABLE

    GAIL MACKINNON

    Former Executive Vice President
    TIME WARNER CABLE

    Gail MacKinnon was named Executive Vice President and Chief Government Relations Officer for Time Warner Cable in 2008. Ms. MacKinnon reports to Time Warner Cable Chairman and CEO Glenn Britt. She oversees the company’s Washington, D.C. public policy office and is responsible for the company’s legislative and regulatory strategies. Previously, Ms. MacKinnon served as Senior Vice President of Global Policy for Time Warner Inc. where she helped oversee all of Time Warner’s government, political and public policy activities in Washington D.C. Prior to joining Time Warner Inc., Ms. MacKinnon served as Senior Vice President for Government Relations at the National Cable and Telecommunications Association (NCTA), the principal trade association of the cable industry. In this capacity, Ms. MacKinnon was responsible for the strategic direction and day-to-day management of the cable industry’s outreach efforts to Members of Congress and the Executive Branch. Before assuming her position at NCTA in January of 2006, Ms. MacKinnon worked in government relations for several cable companies including Viacom, Telecommunications Inc. (TCI), and Turner Broadcasting. Ms. MacKinnon began her professional career in 1985, working nine years for U.S. Representative Jack Fields, the ranking Republican member of the House Energy and Commerce Telecommunications and Finance Subcommittee. Ms. MacKinnon graduated from Georgetown University in 1985 with a B.S.B.A. in marketing. She is a member of the Executive Committee of the Board of Directors of Women in Cable Telecommunications (WICT) and serves as chair of the Development Committee. She earned a Stanford School of Business certificate in Executive Leadership, upon successful completion of the WICT Senior Executive Summit graduate level immersion program. In May 2012, NCTA awarded Ms. MacKinnon a Vanguard Award for Government & Community Relations.

  • MATTHEW STADTMAUER

    Former President
    MAN FRM

    MATTHEW STADTMAUER

    Former President
    MAN FRM

    Matthew Stadtmauer is the former President of Man FRM and was also a member of the Management Committee. FRM is owned by the Man Group, PLC which is among the largest alternative investment managers in the world with nearly $100BB in AUM. Prior to this, Matthew was a Managing Member and President of Pine Grove Asset Management and previously CEO of Union Bancaire Privee Asset Management. He earned a Bachelor of Science degree in Consumer Economics from the University of Delaware.

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