|
⚲
|
| Mariner Platform Solutions LLC
✚
|
|
|---|---|
| CRD # | 305418 |
| SEC # | 801-117332 |
| CIK # | 0001846208 |
| AUM | $5.6 B (2025-07-28) |
| Employees | 150 (66% Investors, 1% Brokers) |
| Phone | 650-571-1934 |
| Address | 5700 West 112th Street Overland Park, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 3.2 | ||
| Nvidia Corp | 3.0 | ||
| Microsoft Corp | 2.3 | ||
| Amazon Com Inc | 1.2 | ||
| Broadcom Inc | 1.1 | ||
| J P Morgan Chase & Co | 0.9 | ||
| Facebook Inc | 0.8 | ||
| Alphabet Inc | 0.7 | ||
| Lilly Eli & Co | 0.5 | ||
| Procter & Gamble Co | 0.5 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,842 | 0.8 |
| (b) Individuals (high net worth individuals) | 1,167 | 4.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 42 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 10,412 | 5.6 |
| By Discretionary | ||
| Discretionary | 9,310 | 4.9 |
| Non-Discretionary | 1,102 | 0.7 |
| Total | 10,412 | 5.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.6 | |
| Total | 10,412 | 5.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001846208] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Mariner LLC
✚
|
KS | 98.6 |
|
Mariner Platform Solutions LLC
✚
|
KS | 5.6 |
|
Alegria Energy LLC
✚
|
MO | 0.0 |
|
Mariner Wealth Advisors-Ic LLC
✚
|
KS | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Dana Investment Advisors Inc
✚
|
WI | 5.8 |
|
Symmetry Partners LLC
✚
|
CT | 5.7 |
|
T Rowe Price Canada Inc
✚
|
MD | 5.7 |
|
Bordeaux Wealth Advisors LLC
✚
|
CA | 5.6 |
|
Grimes & Company Wealth Management LLC
✚
|
MA | 5.6 |
|
Kovack Advisors Inc
✚
|
FL | 5.5 |
|
Greycourt & Co Inc
✚
|
PA | 5.5 |
|
Pentegra Investors Inc
✚
|
NY | 5.5 |
|
Confluence Wealth Services Inc
✚
|
PA | 5.5 |
|
WCG Wealth Advisors LLC
✚
|
NV | 5.4 |