Adam M Dietz

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 04/2024
  Fourth Street Performance Partners, Inc
  Covington, KY
• 04/2024 → Present
  Mariner Institutional, Llc
  Winter Park, FL
• 01/2026 → Present
  Mariner
  Overland Park, KS
• 04/2024 → Present
  Mariner
  Overland Park, KS

Previous Registrations

• 2017-03-14 → 2024-04-24
  Fourth Street Performance Partners, Inc.
  Covington, KY

Other Businesses

Mariner; 5700 W. 112th St. Suite 500 Overland Park, KS 66211; Investment Related, Investment Advisor Representative, 40 HRS/WK during securities hours. Mariner Institutional; 531 West Morse Ave. Ste. 200 Winter Park, FL 32789, Investment related, Investment Advisor Representative ; 40 HR/WK during securities hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-14