Data / Investment advisers / California / Mercury Advisory, LLC
Mercury Advisory, LLC, San Francisco, CA: $22.6 billion AUM, SEC registered investment adviser
Mercury Advisory, LLC is an SEC registered investment adviser with its main office in San Francisco, California and reports $22.6 billion in regulatory assets under management in its Form ADV filed October 22, 2026. Its clients include corporations and other businesses and individuals. It is paid through a percentage of assets under management.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 308960
- SEC file number
- 801-118869
- SEC status
- Approved, effective June 5, 2020
- Main office
- 333 Bush Street Suite 1900, San Francisco, CA 94104
- Phone
- (415) 878-1068
- Website
- medium.com
- Regulatory AUM
- $22,567,580,000 in the Form ADV filed October 22, 2026
- Non discretionary AUM
- $22,567,580,000
- Accounts
- 15,065
- Employees
- 7, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 22, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | 10,630 | $22.50 billion |
| Individuals (other than high net worth individuals) | 4,435 | $67.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| November 2, 2026 | $22.57 billion | October 22, 2026 |
| April 1, 2026 | $17.94 billion | March 31, 2026 |
| December 1, 2025 | $15.37 billion | October 15, 2025 |
Other advisers in San Francisco
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Dragoneer Investment Group, LLC | San Francisco | $37.04 billion | 39 | adviserinfo.sec.gov |
| Woodline Partners LP | San Francisco | $36.66 billion | 2 | adviserinfo.sec.gov |
| SVB Asset Management | San Francisco | $32.32 billion | Not listed | adviserinfo.sec.gov |
| Horsley Bridge Partners LLC | San Francisco | $23.61 billion | 45 | adviserinfo.sec.gov |
| Jordan Park Group LLC | San Francisco | $23.26 billion | 45 | adviserinfo.sec.gov |
| Prime Finance Advisor, L.P. | San Francisco | $22.22 billion | 32 | adviserinfo.sec.gov |
| Stockbridge Capital Group, LLC | San Francisco | $21.55 billion | 10 | adviserinfo.sec.gov |
| Core and Value Advisors, LLC | San Francisco | $21.18 billion | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Francisco, CA
- Investment advisers in California
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving corporations and other businesses
- Advisers serving individuals
- Mercury Advisory, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.