Mariner Investment Group, LLC

RIASEC Registered
Total AUM
$176B
Discretionary
$176B
100% of AUM
Avg account
$4.5B
Accounts
39
Employees
176
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
124744
Registered since
May 14, 2003
Custodians
SG AMERICAS SECURITIES, LLC, J.P. MORGAN SECURITIES INC., THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles72.16%
  • Sovereign Wealth Funds23.77%
  • Investment Companies2.49%
  • Pension & Profit Sharing Plans1.58%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mariner Investment Group, LLC is an SEC-registered investment adviser (registration year 2003) organized as a limited liability company and classified as a hedge fund manager. The firm serves primarily institutional clients and operates with an owner-type listed as individual. It reports both percentage-of-AUM and performance-based fee arrangements and has CPO/CTA activities alongside portfolio-management responsibilities for investment companies, pooled vehicles, and institutional or business clients. Mariner describes itself as an active ESG investor and also acts in sponsor/GP and related roles for pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 70%, Other 15%, Sovereign Bonds 7%, Exchange Traded Equities 5%, Cash & Cash Equivalents 3%, Derivatives 1%70%
  • US Government Bonds70%
  • Other15%
  • Sovereign Bonds7%
  • Exchange Traded Equities5%
  • Cash & Cash Equivalents3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 12

Active vs passive

$287M in ETFs

Passive

100%

$287M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES BITCOIN TRUST ETF (IBIT)BlackRockPassiveDigital Assets$148M3,129,35251.60%

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
299 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth