Mariner Value Strategies, LLC is a large advisory firm based in Kansas City. It manages $137.94 million of regulatory assets for 83 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Kansas, Missouri, and Texas.
Mariner Value Strategies provides portfolio management for individuals and small businesses 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 Value Strategies, LLC is $137.94 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 601% 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 Value Strategies, LLC for their services and products based on a percentage of assets under management, fixed fees, 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.
Scott Anthony Moore has served as the Chief Investment Officer since 1 Nov 2008. Llc Mariner Asset Management joined the executive team most recently as the Managing Member.
The principal office where Mariner Value Strategies, LLC performs its advisory services is located at One Ward Parkway, Kansas City, MO 64112, which is also the mailing address of the firm. An additional office of the firm is in Pittsburg, KS. 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.