Marin Capital Management, Llc
- Regulatory AUM
- $171M
- Discretionary
- $109M
- Clients
- 85
- Avg AUM / client
- $2.0M
- Accounts
- 392
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Jul 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 14 | $4.2M | 2.44% |
| High net worth individuals | 69 | $164M | 95.8% |
| Corporations and other businesses | 2 | $3.0M | 1.78% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $42.7M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Amp I, Lp | Hedge Fund | Delaware | $42.7M | 72 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Geoffrey Ameen Hakim | Principal/Founder | CFP | Jul 1997 (29y) | 50% – 75% |
| Robert Mark Hoyt | Chief Compliance Officer | Aug 2021 (5y) | 25% – 50% | |
| Matthew Crenshaw Gropp | Registered representative | Oct 2021 (5y) | ||
| Brian Jeffrey Jackson | Registered representative | CFP | Sep 2025 (1y) | |
| Kirk Edward Loury | Registered representative | Jun 2026 (0y) | ||
| Nicholas Peter Swanson | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $42.7M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Amp I, Lp | Hedge Fund | $42.7M | $500K | 72 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/07/2026 | 984 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $66.0M (39% of AUM) Jul 2026
- Axos Clearing $40.1M (27% of AUM) Sep 2025
- Pacific Premier Trust $23.0M (15% of AUM) Sep 2025
- Interactive Brokers $19.0M (14% of AUM) Jul 2024
- Columbia Private Trust $19.0M (11% of AUM) Jul 2026
- TD Ameritrade $13.5M (10% of AUM) Dec 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 07, 2026.
View current Form ADV (SEC/IAPD) ↗