RIA Intelligence

MARINER INVESTMENT ADVISORS LLC

CRD #169049 SEC #801-78601 ALISO VIEJO, CA 949-341-0000
SEC Registered
Total AUM
--
Discretionary
--
Employees
1
Clients
--
Accounts
--

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 17, 2013
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BEDRITIS, ROBERT, EDGARICHIEF COMPLIANCE OFFICERNA Control
ASPEN GROVE EQUITY SOLUTIONS LLCDEMEMBER OF MARINER INVESTMENT ADVISORS LLCC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
AEQUITAS HOLDINGS, LLCDEAEQUITAS CAPITAL MANAGEMENT, INC.E Control
AEQUITAS MANAGEMENT, LLCDEAEQUITAS HOLDINGS, LLCE Control
AEQUITAS CAPITAL MANAGEMENT, INC.DEASPEN GROVE EQUITY SOLUTIONS, LLCC Control

Registrations

Federal

IA
Sep 17, 2013 REGISTERED

Notice Filings (1)

CA

Address

15 ENTERPRISE
SUITE 450
ALISO VIEJO, CA 92656
United States
Phone: 949-341-0000