WINTER PARK, FLCRD 111964Latest ADV March 27, 2026
Mariner Institutional, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Winter Park, FL. Its latest Form ADV filing, dated March 27, 2026, reports $2.8B in regulatory assets under management, 148 employees, 15 offices, and 59 accounts.
Assets Under Management
$2.8B
Employees
148
Offices
15 offices
Total Clients
59
Primary office
WINTER PARK, FL
531 W MORSE BLVD, SUITE 200, WINTER PARK, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentCharitable represent 32.2% of total clients.
Top client categories% of clientsClients
1
Charitable
32.2%
19
2
Pension Plans
23.7%
14
3
Corporations
16.9%
10
4
HNWI
13.6%
8
5
Government
13.6%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.8Bas of March 27, 2026
Discretionary100.0%
$2.8B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.8B
Total Accounts59
10Y AUM Change+$2.8B (+6563.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees148
Clients per Employee0:1
10Y Employee Change+69 (+87.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.