← Tributary

MARLIN MANAGER, LLC

SAINT PETERSBURG, FL · CRD 310768 · IAPD ↗ · 888-656-5150

$871.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

38
April 2026 — MARLIN MANAGER, LLC reported RAUM down 28% ($1.22B -> $871.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
75
April 2025 — MARLIN MANAGER, LLC crossed $1B in regulatory AUM ($777.8M -> $1.22B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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