Overview
Assets Under Management: $2.5 billion
Headquarters: WINTER PARK, FL
High-Net-Worth Clients: 20
Average Client Assets: $24 million
Frequently Asked Questions
MARINER INSTITUTIONAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111964), MARINER INSTITUTIONAL, LLC is subject to fiduciary duty under federal law.
MARINER INSTITUTIONAL, LLC is headquartered in WINTER PARK, FL.
MARINER INSTITUTIONAL, LLC serves 20 high-net-worth clients according to their SEC filing dated January 12, 2026. View client details ↓
According to their SEC Form ADV, MARINER INSTITUTIONAL, LLC offers portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
MARINER INSTITUTIONAL, LLC manages $2.5 billion in client assets according to their SEC filing dated January 12, 2026.
According to their SEC Form ADV, MARINER INSTITUTIONAL, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 18.98
Average High-Net-Worth Client Assets: $24 million
Total Client Accounts: 64
Discretionary Accounts: 64
Regulatory Filings
CRD Number: 111964
Filing ID: 2039289
Last Filing Date: 2026-01-12 09:56:51