Mariner Municipal Managers LLC (Princeton)


Mariner Municipal Managers LLC is a large advisory firm based in Princeton. It manages $383 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of New Jersey.

Mariner Municipal Managers provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mariner Municipal Managers: assets under management

The assets under management (AUM) of Mariner Municipal Managers LLC is $383 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 58% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $383 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $63.83 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mariner Municipal Managers LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
William Jeter Michaelcheck Chairman 1 Jan 2002 25% - 50% 1016386
Mariner Partners Inc. Managing member 1 Dec 2007 75% - 100% 01-0609956

Based in Princeton

The principal office where Mariner Municipal Managers LLC performs its advisory services is located at 125 Village Blvd., Princeton, NJ 08540, which is also the mailing address of the firm. An additional office of the firm is in Harrison, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 609-750-8360 or by fax 609-750-8365. The normal business hours are 8am to 6pm on Monday - Friday.