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 SEC-registered investment adviser that serves both high-net-worth individuals/families and institutional clients. The firm provides portfolio management for individuals and small businesses, pension consulting, and manager selection services, and it acts as a capital allocator—sourcing and allocating to third-party managers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. The firm is not identified as an active ESG investor. Mariner maintains a broad set of industry affiliations across the financial services ecosystem (broker-dealer relationships, other investment advisers, trust companies, insurance firms, accounting firms, CPO/CTA roles, and sponsor/GP roles for pooled vehicles), which supports its manager-selection and pension-consulting capabilities. Investor.com recognized the firm on a 2020 list of “Top RIA Firms to Watch.”