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| Happy Holidays!! thanks for using AUM13F!! |
| Mariner Institutional LLC
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| CRD # | 111964 |
| SEC # | 801-58253 |
| CIK # | |
| AUM | $2.5 B (2025-03-28) |
| Employees | 113 (100% Investors, 0% Brokers) |
| Phone | 844-442-6326 |
| Address | 531 W Morse Blvd Winter Park, FL 32789 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 20 | 0.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 0.5 |
| (h) Charitable organizations | 17 | 1.0 |
| (i) State or municipal government entities | 8 | 0.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 64 | 2.5 |
| By Discretionary | ||
| Discretionary | 64 | 2.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 64 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 64 | 2.5 |
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|---|---|---|
|
Urban Investment Advisors Inc
✚
|
CA | 2.6 |
|
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MA | 2.6 |
|
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MN | 2.5 |
|
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|
Parcion Private Wealth LLC
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WA | 2.5 |
|
Dundas Partners LLP
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|
2.5 | |
|
SJS Investment Consulting Inc
✚
|
OH | 2.5 |
|
Norris Perne & French LLP
✚
|
MI | 2.5 |
|
SFMG LLC
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|
TX | 2.5 |
|
Crewe Advisors LLC
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|
UT | 2.5 |