Investment adviser · CRD 111964
MARINER INSTITUTIONAL, LLC
Investment adviser filing (IA)
WINTER PARK, FL, United States · Form ADV filed Aug 5, 2026
- Regulatory AUM
- $2.82B Form ADV · Item 5.F
- Client accounts
- 59 Accounts, not individual clients
- Employees
- 148 Reported in this filing
- Advisory professionals
- 148 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Charities | 19 | $1,086,300,000 | 38.5% |
| Retirement plans | 14 | $569,700,000 | 20.2% |
| High-net-worth individuals | 8 | $513,800,000 | 18.2% |
| Government entities | 8 | $456,800,000 | 16.2% |
| Corporations & businesses | 10 | $195,700,000 | 6.9% |
Filing source
Form ADV 2124263 · Aug 5, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 5, 2026. View historical filings
Reported services
Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
531 W MORSE BLVD, SUITE 200WINTER PARK, FL, 32789, United States
CRD 111964
Filing source
Form ADV 2124263 · Aug 5, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.