Mariner Institutional, LLC
● SEC registered since 2001CRD 111964SEC# 801-58253Winter Park, FL
Reg. AUM
$2.82B
Employees
148
Accounts
59
Location
Winter Park, FL
Mariner Institutional, LLC assets under management
Mariner Institutional, LLC is an SEC-registered investment adviser based in Winter Park, FL. The firm has been registered since 2001. It reports $2.8 billion in regulatory assets under management and employs 148 people.
Mariner Institutional, LLC owners & executives
39 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anne Jenelle Dorian | Chief Risk Officer | Under 5% | 2026 |
| Bradley Duane Rollins | Chief Investment Officer | Under 5% | 2026 |
| Bryan Emerson Bakardjiev Control | National Managing Director, Head Of Mariner Institutional | Under 5% | 2026 |
| Cheryl Bicknell Control | Chief Operating Officer | Under 5% | 2024 |
| Deann Michele Elmore | Chief Services Officer | Under 5% | 2026 |
| Jeffrey Allen Poe Control | Chief Financial Officer | Under 5% | 2024 |
| Mariner Wealth Control | Managing Member | Over 75% | 2024 |
| Martin Christopher Bicknell Control | Chief Executive Officer | Under 5% | 2024 |
| Sara Pennisi Searle | Chief Compliance Officer & Vp, Compliance | Under 5% | 2020 |
| Cheryl Bicknell Control | Elected Manager | — | 2021 |
See all 39 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Mariner Institutional, LLC manage?
Mariner Institutional, LLC reports $2.8 billion in regulatory assets under management on its Form ADV.
How many employees does Mariner Institutional, LLC have?
Mariner Institutional, LLC reports 148 employees.
Where is Mariner Institutional, LLC located?
Mariner Institutional, LLC is based in Winter Park, FL and has been SEC-registered since 2001.
Does Mariner Institutional, LLC disclose fund performance?
Mariner Institutional, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 531 W Morse Blvd, Suite 200, Winter Park, FL 32789 |
| Phone | 844-442-6326 |
| Fax | 863-292-8717 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.82B▲ 11%
Mar '25Form ADV, monthlyAug '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,340 advisers
EmployeesTop 5%
More than 95% of 16,820 advisers
Assets under management
$2.82Bregulatory AUM
Discretionary $2.82B