Mariner Investment Group, LLC (Harrison)

Mariner Investment Group provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mariner Investment Group: assets under management

The assets under management (AUM) of Mariner Investment Group, LLC is $77.73 billion. The firm's AUM has grown by 666% since the beginning of its operation, and $75.91 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $77.71 billion in discretionary accounts and $20 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.62 billion each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $20 million.

Mariner Investment Group has custody of $77.73 billion in cash and securities for 49 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in other assets the most. They account for 63% of the total AUM. The second-largest asset type is government bonds, which make up 20% of the firm’s portfolio. Investments in pooled investment vehicles form 10% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mariner Investment Group, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients William Jeter Michaelcheck serves?

The only and largest group of clients of William Jeter Michaelcheck is pooled investment vehicles with 44 clients and $76.5 billion of assets under management. Among the 8 most similar advisory firms, Mariner Investment Group has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $76.5 billion for 44 clients. 65% of the firm’s clients are foreign persons or businesses.

Mariner Investment Group also advises several private funds. Namely, fifteen hedge funds, two other private funds, one private equity fund, and ten securitized asset funds. The minimum investment commitment required of non-related persons ranges from $250,000 to $400,000,000.

Careers at Mariner Investment Group, LLC

The company employs 140 people that are either part- or full-time employees. 45 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 5 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

William Jeter Michaelcheck has been acting as President since 1 Jan 1992. Curtis Yates Arledge joined the executive team most recently as the Chairman & Chief Executive Officer.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 16 indirect owners.

Based in Harrison

The principal office where Mariner Investment Group, LLC performs its advisory services is located at 500 Mamaroneck Avenue, Harrison, NY 10528, which is also the mailing address of the firm. An additional office of the firm is in Rowayton, CT. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 914-670-4300 or by fax 914-670-4320. The normal business hours are 8 am to 6 pm on Monday - Friday. You can find more information about the New York firm at marinerinvestment.com.

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