AUMdb
MM

Marlin Manager, Llc

SEC-registered Investment Adviser · Small ($100M–$1B) CRD 310768 · SEC file 801-119763 · Saint Petersburg, FL
☆ Save with Pro ADV data as of Mar 31, 2026
Regulatory AUM
$871M
Discretionary
$871M
Clients
5
Avg AUM / client
$174M
Accounts
5
Employees
2

AUM over time

$0 $1.2B
Oct 9, 2020 Mar 31, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026

Who they serve

Client typeClientsAUM% of AUM
Other 5 $871M 100.0%

People (2)

NameRole / titleCredentialsWith firm sinceOwnership
Weber, Andrew, Thomas Chief Executive Officer Sep 2020 (6y) 75% or more
Halpern, Darren, Michael Chief Compliance Officer Mar 2022 (4y) Less than 5%

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.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/31/2026 1.17 MB 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

  • Other fees
  • MASTER SERVICING FEE

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.

View current Form ADV (SEC/IAPD) ↗