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Mariner Platform Solutions, LLC

● SEC registered since 2019CRD 305418SEC# 801-117332Overland Park, KS
Export (members)
Reg. AUM
$7.34B
Employees
161
Accounts
14,426
Location
Overland Park, KS

Mariner Platform Solutions, LLC assets under management

Mariner Platform Solutions, LLC operates as an SEC-registered investment adviser based in Overland Park, KS. The firm has been registered since 2019. It reports $7.3 billion in regulatory assets under management and employs 161 people.

Mariner Platform Solutions, LLC owners & executives

38 reported
NameTitleOwnershipSince
Anne Jenelle DorianGeneral CounselUnder 5%2019
Cheryl Renee Bicknell ControlChief Operating OfficerUnder 5%2019
Heather Dawn AugustineChief Compliance OfficerUnder 5%2024
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Frequently asked questions

How much does Mariner Platform Solutions, LLC manage?

Mariner Platform Solutions, LLC reports $7.3 billion in regulatory assets under management on its Form ADV.

How many employees does Mariner Platform Solutions, LLC have?

Mariner Platform Solutions, LLC reports 161 employees.

Where is Mariner Platform Solutions, LLC located?

Mariner Platform Solutions, LLC is based in Overland Park, KS and has been SEC-registered since 2019.

Does Mariner Platform Solutions, LLC disclose fund performance?

Mariner Platform Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5700 West 112th Street, Suite 500, Overland Park, KS 66211
Phone913-904-5700
Fax913-904-5701
Office hours8:00 a.m. To 5:00 p.m.
SEC regionDenver Regional Office (DRO)
CIK1846208
Discloses disciplinary historyYes

Regulatory AUM

$7.34B▲ 31%
Mar '25 — $5.62BApr '25 — $5.62BMay '25 — $5.62BJun '25 — $5.62BJul '25 — $5.62BAug '25 — $5.62BSep '25 — $5.62BOct '25 — $5.62BNov '25 — $5.62BDec '25 — $5.62BJan '26 — $5.62BFeb '26 — $5.62BMar '26 — $7.34BApr '26 — $7.34BMay '26 — $7.34BJun '26 — $7.34B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 10%
Larger than 90% of 16,271 advisers
EmployeesTop 5%
More than 95% of 16,825 advisers

Assets under management

$7.34Bregulatory AUM
Discretionary $6.64BNon-discretionary $699.7M