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Mariner Institutional, LLC

● SEC registered since 2001CRD 111964SEC# 801-58253Winter Park, FL
Export (members)
Reg. AUM
$2.54B
Employees
113
Accounts
64
Location
Winter Park, FL

Mariner Institutional, LLC assets under management

Mariner Institutional, LLC is an SEC-registered investment adviser based in Winter Park, FL. The firm has been registered since 2001. It reports $2.5 billion in regulatory assets under management and employs 113 people.

Mariner Institutional, LLC owners & executives

38 reported
NameTitleOwnershipSince
Anne Jenelle Dorian ControlGeneral CounselUnder 5%2024
Cheryl Renee Bicknell ControlChief Operating OfficerUnder 5%2024
Jeffrey Allen Poe ControlChief Financial OfficerUnder 5%2024
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Frequently asked questions

How much does Mariner Institutional, LLC manage?

Mariner Institutional, LLC reports $2.5 billion in regulatory assets under management on its Form ADV.

How many employees does Mariner Institutional, LLC have?

Mariner Institutional, LLC reports 113 employees.

Where is Mariner Institutional, LLC located?

Mariner Institutional, LLC is based in Winter Park, FL and has been SEC-registered since 2001.

Does Mariner Institutional, LLC disclose fund performance?

Mariner Institutional, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address531 W Morse Blvd, Suite 200, Winter Park, FL 32789
Phone844-442-6326
Fax863-292-8717
Office hours8:00 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$2.54B
Non-discretionary$0
Total (RAUM)$2.54B