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MARLIN MANAGEMENT COMPANY, LLC

C33
CRD 160672·SEC 801-74170·HERMOSA BEACH, CA
AUM
$9.02B
$1B+
Est. Revenue
$90.2M
@ 1% on AUM
Est. EBITDA
$27.1M
@ 30% margin
Est. Deal Value
$216.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MARLIN MANAGEMENT COMPANY, LLC
CRD
160672
SEC file #
801-74170
EIN
—
DBA names
Marlin Equity Partners

Economics

AUM
$9.02B
AUM band
$1B+
AUM trajectory
'20'26
$5.84B → $9.02B▲ +54%
Client mix
Pooled Investment Vehicles31

Operations

Employees (total)
70
Advisory staff (per ADV)
53
Advisory staff (5-yr trend)
'20'26
58 advisors → 53 advisors▼ -9%
Primary office
HERMOSA BEACH CA
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
twitter.com/marlinequity(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MARLIN HOLDINGS, L.P.
Top Owner Pct
87.5
Top Owner Entity Kind
FE
Owner Count
3
Control Persons
MARLIN HOLDINGS, L.P.
Correa, David, Alberto
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:marlin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
2
Form 5500 Total Participants
2,432
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20242
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan64
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (2)

2
Correa, David, Alberto
Executive Officer · 2.5%
7355183
MCGOVERN, DAVID, MICHAEL
Executive Officer · 2.5%
2817568