Mariner Institutional, LLC

RIASEC RegisteredEst. 2001

Total AUM

$2.8B

Discretionary

$2.8B

100% of AUM

Avg account

$47.8M

Accounts

Employees

148

Advisory reps

Firm details

Headquarters: Winter Park, Florida
CRD number: 111964
Registered since: January 10, 2001
Website: andcoconsulting.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Charitable Organizations38.49%
Pension & Profit Sharing Plans20.19%
HNWI18.21%
State / Municipal Government16.19%
Corporations / Businesses6.93%
Services: Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Mariner Institutional, LLC is an institutional registered investment adviser that has operated since 2001. The firm serves both individual/family clients and institutional accounts, offering portfolio management, pension consulting, and manager selection services. Its fee arrangements include assets-under-management fees alongside hourly and fixed-fee engagements, and the firm identifies itself as a capital allocator that can sponsor or act as a general partner of pooled investment vehicles. Mariner participates in a mix of advisory and financial services relationships: it has ties to broker-dealers, trust companies, insurance firms, accounting practices, and pension consulting networks. The firm does not position itself as an active ESG investor. Investor.com recognized Mariner Institutional on a 2020 list of RIA firms to watch.