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| The Marin Group Inc
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|
|
|---|---|
| CRD # | 125217 |
| SEC # | 801-136949 |
| CIK # | |
| AUM | $128.1 M (2026-06-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 404-607-8014 |
| Address | 1440 Dutch Valley Place Atlanta, GA 30324 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 112 | 29.3 |
| (b) Individuals (high net worth individuals) | 30 | 98.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 147 | 128.1 |
| By Discretionary | ||
| Discretionary | 147 | 128.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 147 | 128.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 128.1 | |
| Total | 147 | 128.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lord and Richards Wealth Management LLC
✚
|
CO | 0.1 |
|
Pasnau Investment Management Inc
✚
|
0.1 | |
|
Hudson Heritage Capital Management Inc
✚
|
NY | 0.1 |
|
Banta Asset Management LP
✚
|
CA | 0.1 |
|
Berkeley Capital Management LLC
✚
|
KS | 0.1 |
|
Broadhurst Financial Advisors Inc
✚
|
TX | 0.1 |
|
Indfin LLC
✚
|
0.1 | |
|
Pacifica Partners Capital Management Inc
✚
|
0.1 | |
|
YDFS Inc
✚
|
0.1 | |
|
Harbor Hills Inc
✚
|
CA | 0.1 |