Mariner Quantitative Solutions, LLC is a large advisory firm based in Leawood. It manages $69.45 million of regulatory assets for 110 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Illinois, Kansas, Minnesota, and Wisconsin.
Mariner Quantitative Solutions provides portfolio management for individuals and small businesses, portfolio management for investment companies, and 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.
The assets under management (AUM) of Mariner Quantitative Solutions, LLC is $69.45 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Mariner Quantitative Solutions, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David Walter Schulz has been acting as President since 1 Aug 2008. David James Abitz has served as the Chief Investment Officer since 1 Aug 2008. Braden Martin Perry joined the executive team most recently as the Chief Compliance Officer.
The principal office where Mariner Quantitative Solutions, LLC performs its advisory services is located at 4200 West 115 Th Street, Leawood, KS 66211, which is also the mailing address of the firm. An additional office of the firm is in Mequon, WI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 913-647-9700 or by fax 913-647-9725. The normal business hours are 8:00 a.m. - 5:00 p.m. cst on Monday - Friday. You can find more information about the New York firm at www.mariner-qs.com.