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 sub-strategies, structures, and investor qualifications
- Strategic partnership with CAIS, a leading 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, incremental returns, and supplemental income over long-term
Diligence
All approved investments undergo a formal due diligence process
- All investments on the CAIS platform undergo 3rd party investment and operational due diligence by a leading institutional investment consultant
- Mariner conducts additional diligence and analysis along with multiple investment committee meetings on each approved investment
Transact
Ease of transacting to help eliminate 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
- PE Secondaries
- Core PE Buyout
- Infrastructure PE
- Family-Office Coinvest
Private Credit
- Senior Direct Lending
- Opportunistic Credit Social Impact Credit
- US/European CLOs
Real Estate & Real Assets
- Core+ RE
- Value-Add RE
- Opportunity Zone Fund
- 1031/DST Exchange Funds
Venture Capital
- VC Fund-of-Funds
- Direct Early-Stage VC
Hedge Funds / Other
- Exchange Fund
Select Mariner Private Investment
Offerings & Partnerships1
Contact Mariner Private Investments at [email protected]
Sources:
1Private investments have specific 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. Past and current offerings are not indicative of any future private investments availability. 1248 Partners, Flyover Capital, and Montage-Ubiquity Holdings are managers and investment offering that are affiliated with Mariner through shared common ownership by 1248 Holdings. Private Investments constitute risk and there can be no guarantee that investments will perform as expected or at all. Alternative investments such as hedge funds, private equity funds, and funds of funds, etc. can result in higher return potential but also higher loss potential.
Information is current as of April 2024 and is subject to change at any time. The Information contained herein is provided solely for informational 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.
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.
