← Tributary

MERCATOR PARTNERS

PRINCETON, NJ · CRD 318911 · IAPD ↗ · 347-753-2779

$297.6MRegulatory AUM
4Advisory reps
7Employees
0Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2026 — MERCATOR PARTNERS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
48
April 2024 — MERCATOR PARTNERS reported RAUM up 25% ($222.3M -> $278.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.