{ "crd_number": 160672, "slug": "marlin-equity-partners-hermosa-beach-ca-160672", "primary_business_name": "MARLIN EQUITY PARTNERS", "legal_name": "MARLIN MANAGEMENT COMPANY, LLC", "dbas": [ "MARLIN EQUITY PARTNERS" ], "city": "Hermosa Beach", "state": "CA", "country": "United States", "cbsa_code": "31080", "metro": { "cbsa_code": "31080", "common_name": "Los Angeles", "msa_name": "Los Angeles-Long Beach-Anaheim, CA", "path": "/advisors/ca/los-angeles" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2012-03-29", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-03-30", "carried_forward": false, "raum_total": 9021207277.0, "raum_discretionary": 9021207277.0, "raum_non_discretionary": 0.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 70, "advisory_employees": 53, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 9021207277.0, "count": 31 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA" ], "websites": [ "https://linkedin.com/COMPANY/MARLIN-EQUITY-PARTNERS", "https://marlinequity.com", "https://twitter.com/MARLINEQUITY" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160672", "city_as_filed": "HERMOSA BEACH", "url": "https://advisorcensus.com/firm/marlin-equity-partners-hermosa-beach-ca-160672", "display_name": "Marlin Equity Partners", "summary": "Marlin Equity Partners is an SEC-registered investment advisory firm in Hermosa Beach, CA, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.", "citation": "AdvisorCensus. Marlin Equity Partners (CRD 160672): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Marlin Equity Partners compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Marlin Equity Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Marlin Equity Partners located?", "a": "Marlin Equity Partners' principal office is in Hermosa Beach, CA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)." }, { "q": "Is Marlin Equity Partners registered with the SEC or a state?", "a": "Marlin Equity Partners is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160672." }, { "q": "How much does Marlin Equity Partners manage?", "a": "Marlin Equity Partners reports $9,021,207,277 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)." }, { "q": "How have Marlin Equity Partners' assets and staff changed since 2021?", "a": "In the Form ADV data for Marlin Equity Partners: Regulatory assets under management: $7,808,768,778 in the October 2021 data and $9,021,207,277 in the October 2026 data, up 16%. Total employees: 83 in October 2021 and 70 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Marlin Equity Partners serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (31)." }, { "q": "Does Marlin Equity Partners report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/160672" }, { "q": "What changed in Marlin Equity Partners' recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 60 to 53." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 7808768778.0, "total_employees": 83, "filing_date": "2021-03-31" }, { "period": "2022-10-01", "regulatory_assets_under_management": 8968816665.0, "total_employees": 84, "filing_date": "2022-05-11" }, { "period": "2023-10-01", "regulatory_assets_under_management": 8736126757.0, "total_employees": 78, "filing_date": "2023-03-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 8589954725.0, "total_employees": 75, "filing_date": "2024-03-29" }, { "period": "2025-10-01", "regulatory_assets_under_management": 8972125002.0, "total_employees": 83, "filing_date": "2025-03-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": 9021207277.0, "total_employees": 70, "filing_date": "2026-03-30" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 60 to 53." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/marlin-equity-partners-hermosa-beach-ca-160672.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 31, "fewer_than_5": false, "raum": 9021207277.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160672", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }