Mariner Value Strategies, LLC (Kansas City)

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.

Mariner Value Strategies: assets under management

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 firm manages $137.94 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.66 million each.

Fees & Commissions

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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mariner Value Strategies, LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Mariner Wealth Advisors	Member	1 Sep 2008	75% - 100%	140195
Martin Christopher Bicknell	Ceo	1 Sep 2008	Other	2007121
Stephanie Leann Manning	Chief compliance officer	1 Sep 2008	Other	4655317
Gary Paul Henson	Chief investment officer	1 Sep 2008	Other	2130871
Scott Anthony Moore	Chief investment officer	1 Nov 2008	Other	2090637
Cheryl R Vohland	Chief compliance officer	1 Jul 2009	Other	4906804
Llc Mariner Asset Management	Managing member	1 Jan 2010	75% - 100%	152607

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Martin Christopher Bicknell	Member	1 Dec 2006	75% - 100%	2007121
Llc Mariner Holdings	Member	1 Nov 2008	75% - 100%	26-2766689
Llc Bicknell Family Holding Co.	Owner	1 Jun 2009	50% - 75%	26-0534255
Bicknell Family Management Company Trust	Owner	1 Jun 2009	50% - 75%	20-7480290
Martin Christopher Bicknell	Trustee	1 Jun 2009	Other	2007121
William Allen Freeman	Trustee	1 Jun 2009	Other	5682255

Based in Kansas City

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.