|
⚲
|
| Mariner Platform Solutions LLC
✚
| |
|---|---|
| CRD # | 305418 |
| SEC # | 801-117332 |
| CIK # | 0001846208 |
| AUM | $4.3 BB (2024-08-23) |
| Employees | 102 (81% Investors, 1% Brokers) |
| Phone | 650-571-1934 |
| Address | 5700 West 112th Street Overland Park, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001846208 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Apple Inc | 2,382.8 | 2.8 | |
| Nvidia Corp | 399.6 | 1.8 | |
| Microsoft Corp | 1,918.2 | 1.7 | |
| Amazon Com Inc | 1,093.0 | 0.8 | |
| Alphabet Inc | 1,475.1 | 0.6 | |
| Broadcom Inc | 201.3 | 0.5 | |
| J P Morgan Chase & Co | 340.2 | 0.5 | |
| Lilly Eli & Co | 301.8 | 0.5 | |
| Apollo Global Management Inc | 29.5 | 0.4 | |
| Procter & Gamble Co | 338.1 | 0.4 | |
| Facebook Inc | 434.9 | 0.4 | |
| Costco Wholesale Corp /NEW | 207.6 | 0.3 | |
| Home Depot Inc | 277.6 | 0.3 | |
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,326 | 0.5 |
| (b) Individuals (high net worth individuals) | 1,011 | 3.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 25 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8,802 | 4.3 |
| By Discretionary | ||
| Discretionary | 8,026 | 3.9 |
| Non-Discretionary | 776 | 0.4 |
| Total | 8,802 | 4.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.3 | |
| Total | 8,802 | 4.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0001846208] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Mariner LLC
✚
|
KS | 81.1 |
|
Mariner Platform Solutions LLC
✚
|
KS | 4.3 |
|
Alegria Energy LLC
✚
|
MO | 0.0 |
|
Mariner Wealth Advisors-Ic LLC
✚
|
KS | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Crescent Grove Advisors LLC
✚
|
IL | 4.5 |
|
Boston Financial Management LLC
✚
|
MA | 4.4 |
|
Bordeaux Wealth Advisors LLC
✚
|
CA | 4.4 |
|
Zevenbergen Capital Investments LLC
✚
|
WA | 4.4 |
|
Applied Finance Capital Management LLC
✚
|
PR | 4.4 |
|
Bridgeway Capital Management LLC
✚
|
TX | 4.3 |
|
Eulav Asset Management
✚
|
NY | 4.3 |
|
David Vaughan Investments LLC
✚
|
IL | 4.3 |
|
Kovack Advisors Inc
✚
|
FL | 4.3 |
|
Moran Wealth Management LLC
✚
|
FL | 4.3 |