Marlin Manager, LLC

RIASEC RegisteredEst. 2020
Total AUM
$871M
Discretionary
$871M
100% of AUM
Avg account
$174M
Accounts
5
Employees
2
Advisory reps
2

Firm details

Headquarters
St Petersburg, Florida
CRD number
310768
Registered since
November 9, 2020
Fee structure
Other
Client types
  • Other100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Marlin Manager, LLC is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2020. The firm’s stated advisory activity centers on portfolio management for pooled investment vehicles, and it also serves as sponsor, general partner and managing member of pooled vehicles. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not described as a pension consultant. Ownership is listed as a combination of a domestic entity and individual, and the firm uses a nonstandard "Other" fee arrangement consistent with customized pooled-vehicle economics.

Assets & Accounts

Investments & Alternatives

Location & Offices

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: Other 100%100%
  • Other100%

Owners & executives

2 of 2
  • Andrew Weber

    Chief Executive OfficerCRD 7298211

  • Darren Halpern

    Darren Halpern

    Chief Compliance OfficerCRD 7530380

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

St Petersburg, FL

Pinellas

Location

St Petersburg, FL

Headquartered in St Petersburg, FL, in the South of the United States.

Region
South
County
Pinellas
Address
646 2nd Ave S
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth