MARLIN EQUITY PARTNERS

RIASEC RegisteredEst. 2012
Total AUM
$9B
Discretionary
$9B
100% of AUM
Avg account
$291M
Accounts
31
Employees
70
Advisory reps
2

Firm details

Headquarters
HERMOSA BEACH, California
CRD number
160672
Registered since
March 29, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Marlin Equity Partners is a limited liability company that operates as a private equity fund manager serving institutional investors. The firm is set up to manage pooled investment vehicles and functions as an adviser, sponsor and general partner/managing member of those vehicles. It charges both asset-based fees and performance fees and is registered with the SEC (registration year 2012). The firm identifies as an active ESG investor and its ownership structure includes foreign-entity and individual owners.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • David Correa

    Chief Financial OfficerCRD 7355183

  • DAVID MCGOVERN

    Founder, Chairman & CEOCRD 2817568

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

HERMOSA BEACH, CA

LOS ANGELES

Location

HERMOSA BEACH, CA

Headquartered in HERMOSA BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
1301 Manhattan Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth