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MARINER INSTITUTIONAL, LLC
CRD 111964File 801-58253
APPROVED
Retail clients
Filing as of Aug 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.82B
Top 25% of cohort (national)
Discretionary AUM
$2.82B
Clients
59
59 accounts
Employees
148
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 10, 2001
- Principal office
- 531 W MORSE BLVD, SUITE 200, WINTER PARK, FL, 32789
- Phone
- 844-442-6326
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.82B
- Discretionary AUM
- $2.82B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 59
- Non-discretionary accounts
- 0
- Total accounts
- 59
- AUM per client
- $47.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $195.7M |
| Charitable organizations | 19 | $1.09B |
| High net worth individuals | 8 | $513.8M |
| Pension and profit sharing plans | 14 | $569.7M |
| State or municipal government entities | 8 | $456.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 113 | 148 | increased by35 |
| Apr 1, 2026 | Clients | 64 | 59 | decreased by5 |
| Apr 1, 2026 | AUM | $2,543,100,000 | $2,822,300,000 | increased by$279,200,000 |
| Apr 1, 2026 | Accounts | 64 | 59 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 87 | 113 | increased by26 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 15 | 64 | increased by49 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $526,200,000 | $2,543,100,000 | increased by$2,016,900,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 15 | 64 | increased by49 |
| Apr 1, 2022 | Employees | 90 | 87 | decreased by3 |
| Apr 1, 2022 | Clients | 10 | 15 | increased by5 |
| Apr 1, 2022 | AUM | $296,600,000 | $526,200,000 | increased by$229,600,000 |
| Apr 1, 2022 | Accounts | 10 | 15 | increased by5 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MARINER INSTITUTIONAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MARINER INSTITUTIONAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.