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MARLIN EQUITY PARTNERS

HERMOSA BEACH, CA · CRD 160672 · IAPD ↗ · 310-364-0100

$9.02BRegulatory AUM
53Advisory reps
70Employees
0Clients
n/aPlanning clients
31Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — MARLIN EQUITY PARTNERS shrank from 60 to 53 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.