Data / Investment advisers / Florida / Marlin Manager, LLC
Marlin Manager, LLC, Saint Petersburg, FL: $871 million AUM, SEC registered investment adviser
Marlin Manager, LLC is an SEC registered investment adviser with its main office in Saint Petersburg, Florida and reports $871 million in regulatory assets under management in its Form ADV filed March 31, 2026. It is paid through other fees.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 310768
- SEC file number
- 801-119763
- SEC status
- Approved, effective November 9, 2020
- Main office
- 646 2nd Avenue S, Saint Petersburg, FL 33701
- Phone
- (888) 656-5150
- Regulatory AUM
- $871,025,469 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $871,025,469
- Accounts
- 5
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $871 million | March 31, 2026 |
| December 1, 2025 | $1.22 billion | March 31, 2025 |
Other advisers in Florida
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ciccarelli Advisory Services Inc | Naples | $1.59 billion | Not listed | adviserinfo.sec.gov |
| Locust Point Capital | Miami | $1.58 billion | 4 | adviserinfo.sec.gov |
| Credicorp Capital Advisors LLC | Miami | $1.58 billion | Not listed | adviserinfo.sec.gov |
| Calton & Associates, Inc. | Tampa | $1.58 billion | Not listed | adviserinfo.sec.gov |
| Evertern Wealth, LLC | Naples | $1.56 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Florida
- Advisers with $500 million to $1 billion in AUM
- Marlin Manager, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.