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Mariner CRD 140195
$125B regulatory AUM 216 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-23 |
Branch Locations
2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner | Overland Park | KS | 03/2026 | Present |
| Hamilton Lane Advisors, Llc | Conshohocken | PA | 12/2022 | 03/2026 |
| Valuation Research Corporation | Yardley | PA | 05/2022 | 12/2022 |
| Hamilton Lane Advisors, Llc | Conshohocken | PA | 01/2021 | 05/2022 |
| Kforce, Inc. (Heffler Claims Group) | Philadelphia | PA | 07/2020 | 01/2021 |
| Temple University | Philadelphia | PA | 06/2016 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-23 |
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