Peter Berry Gifford

Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2022 → 07/2024
  Regis Acquisition Inc.
  Menlo Park, CA
• 07/2006 → 11/2022
  Regis Management Company, Llc
  Menlo Park, CA
• 07/2024 → 12/2025
  Mercer Global Advisors Inc.
  Menlo Park, CA
• 01/2026 → Present
  Mercer Global Advisors Inc.
  Menlo Park, CA

Previous Registrations

• 2023-09-01 → 2024-07-31
  Regis Management, A Mercer Advisors Company
  Menlo Park, CA
  Denver, CO

Other Businesses

1. Regis Management Company, LLC; Investment-related; 873 Santa Cruz Avenue, Suite 206, Menlo Park, CA 94025; Predecessor management company entity prior to sale to Mercer Advisors; Managing Member; 07/2006; 1 hr. per month; 0 hrs. during trading hours. 2. Regis-Fubo LLC; Investment-related; 873 Santa Cruz Avenue, Suite 206, Menlo Park, CA 94025; Member and Manager in role as Managing Member of Regis Management Company, LLC; 09/2016; <2 hours per year; 0 hrs. during trading hours. 3. Client Foundation; Investment-related; Menlo Park, CA; Vice President & Chief Financial Officer; 10/2019; <3 hours per year; 1 hr. during trading hours. 4. Client Trust; Investment-related; Menlo Park, CA; Investment Trustee; Ongoing; 03/2019. 5. BRK/A Investors, LLC; Investment-related; 873 Santa Cruz Avenue, Suite 206, Menlo Park, CA 94025; Vice President & Assistant Secretary. 11/2015; 5-10 hrs. per year; 5 hrs. per year during trading hours. 6. Children's Health Council; Investment-related; 650 Clark Way, Palo Alto, CA 94304; Nonprofit provider of counseling and learning support services for children and young adults; Board Member, Investment Committee Member; 06/2024; 1hr. per month; 0 hrs. during trading hours. 7. Palo Alto Community Fund; Investment-related; 355 Alma Street, Suite 1, Palo Alto, CA 94303; Grantmaking nonprofit supporting local nonprofits; Advisory Board Member, Investment Committee Member, Audit Committee Member; 8 hrs. per year; 0 hrs. during trading hours. 8. The Hotchkiss School; Investment-related; 11 Interlaken Road, Lakeville, CT 06039; Private secondary / boarding school; Investment Committee Member; 1 hr. per month; 0 hrs. during trading hours. 9. Avenidas; Investment-related; 450 Bryant Street, Palo Alto, CA 94301; Senior citizen center; Investment Committee Member; 11/2024; Less than 1 hour per month; 0 hours during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-01