Marlin Equity Partners
Hermosa Beach, CA·SEC-registered · CRD #160672
Marlin Equity Partners is an SEC-registered investment advisory firm in Hermosa Beach, CA managing $9.0B across 31 client accounts, with 53 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$9.0B
Client accounts
31
Advisory staff
53
Fee model
Fee-only
How Marlin Equity Partners is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Marlin Equity Partners
How much does Marlin Equity Partners manage?
Per its most recent SEC Form ADV filing (03/30/2026), Marlin Equity Partners reports $9.0B in regulatory assets under management across roughly 31 client accounts.
How does Marlin Equity Partners charge?
Marlin Equity Partners is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Marlin Equity Partners a fiduciary?
Yes. Marlin Equity Partners is registered with the U.S. Securities and Exchange Commission (CRD #160672), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Marlin Equity Partners taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Marlin Equity Partners and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Marlin Equity Partners's public SEC Form ADV filing (CRD #160672, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Marlin Equity Partners. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Marlin Equity Partners? Claim this profile.