MARLIN EQUITY PARTNERS

1301 Manhattan Avenue
Hermosa Beach, California 90254
Tel: 310-364-0100

About MARLIN EQUITY PARTNERS

MARLIN EQUITY PARTNERS, formally registered with the SEC as MARLIN EQUITY PARTNERS. The firm was established in 03/29/2012. They have over 3 offices throughout the country.

MARLIN EQUITY PARTNERS is a Hermosa Beach, California based Financial Planning firm with nearly $8,589,954,725 assets under management, offering retirement planning & investment advisory services to 28 clients. The firm is staffed with 75 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160672
SEC#	801-74170
Assets Managed by Firm	$8,589,954,725
No. of Clients	28
No. of Advisors	75

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	28	$8,589,954,725

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