RIA Intel›Advisers›Florida›MARINER INSTITUTIONAL, LLC

MARINER INSTITUTIONAL, LLC

Advisory

N·WINTER PARK, FL

Data as of Jan 12, 2026 · Source: SEC Form ADV

Total AUM
$2.5B
1-Year AUM Growth
+160.4%
3-Year CAGR
+68.9%
Employees
113
Assets Under Management
Total AUM$2.5B
Discretionary AUM$2.5B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients64
Team
Total Employees113
Investment Advisers113
Employee Growth (1Y)+27.0%
Filing History
Total Filings on Record27
First FilingMar 29, 2004
Latest FilingJan 12, 2026
🔒 Full AUM trend chart and 27 historical filings spanning 22+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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