Private Investments (“PI”) overview
Mariner offers a robust Private Investments platform with access to a variety of investment offerings and funds that seek to improve client portfolio outcomes.
- 20+ private investments offered annually across asset classes
- Investment optionality for clients with a diverse set of investments across asset classes, sub-strategies, fund structures and investor qualifications with no “one size fits all approach”
- Strategic partnership with CAIS, an alternative investment platform for registered investment advisers to facilitate improved access and ease of transacting in private investment opportunities1
- Differentiated PI access leveraging CAIS and unique Mariner relationships within the private investments ecosystem
PI resources – Access. Diligence. Transact.
Access
Mariner’s PI Platform offers access to a diverse set of investment offerings
- Accessible minimums for client investment in a broad selection of investment strategies
- Curated offering of investments that can provide portfolio diversification, potential for incremental returns, and supplemental income over the long-term
Diligence
All approved investments undergo a formal due diligence process
- All approved investments on the CAIS platform undergo 3rd party investment and operational due diligence by an institutional investment consultant
- Mariner’s in-house manager research team conducts diligence and analysis along with multiple investment committee meetings on each approved investment
Transact
Ease of transacting to help reduce client friction in private investments
- Subdocuments are electronically created and signed for ease of use
- Reporting and valuations integrated into existing custodian and reporting accounts
- Quarterly Mariner PI updates and commentary on investments for advisors
Asset classes & strategies offered
Private equity
- Core PE Buyout
- Growth equity
- Secondaries
- Family-office co-invest
- Infrastructure PE
Private credit
- Senior direct lending
- Multi-strategy credit
- Opportunistic credit
- CLO equity
- Asset-backed lending
Real estate & real assets
- Core+ real estate
- Value-add real estate
- Real estate debt
- 1031 / DST offerings
- Opportunity zone fund
- Infrastructure
Venture capital
- Direct early-stage tech VC
Tax-aware equity solutions
- Exchange fund
- Concentrated position tax-loss harvesting SMA
- Tax-aware multi-strategy hedge fund
Select Mariner Private Investment
offerings & partnerships1
Contact Mariner Private Investments at [email protected]
The information provided herein is current as of April 2026 and is subject to change at any time. This is provided solely for informational and educational purposes and does not constitute an offer to sell, or the solicitation of an offer to buy any security or investment product. Such an offer or solicitation may only be made to certain qualified investors through the relevant offering documents of such product. Past and current offerings are not indicative of any future availability or results. This material should not be construed as investment advice. Investors should consult with their professional advisers before making investment decisions.
Risks:
1Private investments have specific investor qualification requirements and not all investments are available to all investors. Not all investment opportunities shown are available through CAIS, Mariner utilizes other access channels for private investments. Private investments are speculative and involve significant risk, including the potential loss of the entire amount invested. They may be illiquid, lack transparency, and may employ leverage or other speculative practices that could increase the risk of investment loss. There can be no assurance that any investment objective will be achieved or that investments will perform as expected.
Conflicts of Interest:
A conflict of interest exists to the extent we recommend investments in funds managed by advisers such as 1248 Partners, Flyover Capital, and 503 Capital Partners, in which our affiliates hold ownership interests, or products and services of Leonard Green & Partners (“LGP”) or its portfolio companies, due to LGP’s ownership interest in Mariner. See our Form ADV Part 2A and the applicable offering documents for more information. Clients are under no obligation to invest in affiliated products, and similar opportunities may be available from unaffiliated managers.
Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity’s Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website. Registration of an investment adviser does not imply a certain level of skill or training.