Mariner is a fund manager in Overland Park with $55.43 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
Former names
Mariner Wealth Advisors, LLC
SEC CIK
IRS number
204553256
SEC advisor number
801-66632
FINRA CRD number
140195
AUM ?
$55.43 bn
(as of 10 Oct 22)
Accounts
90,027
(as of 10 Oct 22)
Employees
934
(494 investment advisory or research)
Address
Mariner
5700 W. 112TH STREET
SUITE 500
OVERLAND PARK
KS 66211
5700 W. 112TH STREET
SUITE 500
OVERLAND PARK
KS 66211
Office hours
Monday - Friday, 8:00 AM TO 5:00 PM
Phone
9139045700
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Bicknell, Martin, Christopher | Chief Executive Officer | 05/2006 | < 5% |
Mariner Wealth Advisors, LLC | Managing Member | 09/2008 | > 75% |
Bicknell, Martin, Christopher | Elected Manager | 07/2007 | |
1248 Holdings, LLC | Member | 06/2021 | 25-50% |
Dorian, Anne, Jenelle | Senior Vice President, General Counsel; Chief Compliance Officer | 03/2018 | < 5% |
Radenberg, Katrina, Delores | Chief Investment Officer | 01/2018 | < 5% |
Bicknell, Cheryl, Renee | Chief Operating Officer/ Chief Strategy Officer | 09/2013 | < 5% |
Pointer, Kenny | Senior Vice President of Operations | 07/2018 | < 5% |
Martin C. Bicknell Revocable Trust Dated November 6, 2009 | Member | 06/2021 | 25-50% |
Poe, Jeffrey, Allen | Chief Financial Officer | 08/2017 | < 5% |
O. Gene Bicknell Charitable Lead Trust of 2009 | Member | 07/2007 | 25-50% |
1248 Trust Company, Inc. | Trustee | 10/2020 | |
Bicknell, Martin, Christopher | Shareholder | 10/2020 | > 75% |
Mwa Midco, LLC | Manager | 06/2021 | |
Mwa Holdco, LLC | Manager | 06/2021 | |
Gei VIII MW Aggregator LLC | Member | 06/2021 | 25-50% |
Peridot Coinvest Manager LLC | Manager | 04/2021 | |
Gei VIII MW Blocker LLC | Member | 04/2021 | 50-75% |
Green Equity Investors VIII L.P. | Member | 04/2021 | 25-50% |
Gei Capital VIII, LLC | General Partner | 06/2019 | |
Green Equity Investors Side VIII L.P. | Member | 04/2021 | > 75% |
Gei Capital VIII, LLC | General Partner | 06/2019 | |
LGP Management, Inc. | Manager | 12/2019 | |
Leonard Green & Partners, L.P. | Manager | 07/2014 | > 75% |
LGP Management, Inc. | General Partner | 06/1996 | |
Emerald Holdings II, L.P. | Limited Partner | 01/2013 | 50-75% |
the Danhakl Revocable Trust | Limited Partner | 06/2012 | 25-50% |
Danhakl, John, Glenn | Trustee | 10/1997 | |
the Sokoloff Family Trust | Limited Partner | 06/2012 | 25-50% |
Sokoloff, Jonathan, Davis | Trustee | 10/1997 | |
Emerald Holdings I, LLC | General Partner | 08/2016 | |
the Sokoloff Family Trust | Member | 05/2012 | 25-50% |
the Danhakl Revocable Trust | Member | 05/2012 | 25-50% |
Peridot Coinvest Manager LLC | Manager | 04/2021 | |
Bicknell, Martin, Christopher | Trustee | 11/2009 |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Mariner Wealth Advisors | $55.43 bn | |
Antora Peak SPV Holdings, LLC - Series 1 | $18.59 mm | Other Private Fund |
Mariner Mangrove II, LLC | $5.85 mm | Private Equity Fund |
Mariner-fpii, LLC | $11.49 mm | Private Equity Fund |
Mariner-piper Senior Living Fund, LLC | Private Equity Fund | |
Mariner-prescient, LLC | $781.00 | Private Equity Fund |
WBR, LLC | $38.91 k | Private Equity Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21