MARLIN MANAGER, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $871.0M |
| Discretionary | $871.0M100% of AUM |
| Client Accounts | 5 |
| Avg Account Size | $174.2M |
| Employees | 2 |
| Peak AUM | $1.22BMar 2025 |
AUM by Client Type
Total AUM
$871M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $871M | 28.3% | +10.1% | +54.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $871.0M |
| Discretionary | $871.0M |
| Employees | 2 |
| Client Accounts | 5 |
Contact & Location
Address
646 2ND AVENUE S
SAINT PETERSBURG FL 33701
Phone
888-656-5150
Filing History
10 ADV Part 1 submissions
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$871M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Law Firm