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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Winter Park, FL HQ: Winter Park, FL

Mariner Institutional

$2.8B Total AUM · Institutional LP profile covering 18 historical fund disclosure records ($187.5M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Credit, Venture Capital, Multi-Strategy (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
18
5 Open Source Trails Below
Sum of Disclosed Rows
$187.5M
Total AUM: $2.8B
Median Disclosed Amount
$11.5M
Range: $5.0M – $15.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/18)
1 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Mariner Institutional

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 18 total tracked records (+13 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Battery Ventures VIIIAdviser 7.B Vehicle Venture Capital 2025
$13.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Brookdale International Partners LPAdviser 7.B Vehicle Multi-Strategy 2025
$12.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Charlesbank Equity Fund IXAdviser 7.B Vehicle Buyout 2025
$11.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
KKR Real Estate Credit Opportunities IIAdviser 7.B Vehicle Real Estate 2024
$12.9M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Kinterra Battery Metals Mining Fund, LPAdviser 7.B Vehicle Infrastructure 2023
$15.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Mariner Institutional

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Mariner Institutional (OCIO / Wealth RIA, $2.8B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 15.0% vs. 13.2% Actual; $50.8M Unallocated Target Bandwidth). SEC Form ADV (801-58253, CRD #111964) verified $2.82B discretionary AUM (Item 5.G.(12) External Private Manager Selection); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($2M-$10M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-05

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Mariner Institutional

393 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Mariner Institutional (17 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 5 Shared Vehicles

Borger Glacier Peak Alderwood Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
BIG RE Fund II (2021 Vintage)
Mariner Institutional: $7.2M · SEC Form ADV 7.B
Borger Glacier Peak Alderwood Institutional Outsourced CIO & Wealth Advisory: $83.2M · SEC Form ADV 7.B

Additional shared vehicles: BIG RE Fund I (2018 Vintage) · BPC Opportunities Fund III LP (2017 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 5 Shared Vehicles

Dorchester Bucksport Fairchild Mutual & Casualty Insurance General Account

Insurance Company Mid-Atlantic / DC Metro
Resolved Shared Vehicle Maturing Vehicle (2014–2019)
BIG RE Fund I (2018 Vintage)
Mariner Institutional: $5.2M · SEC Form ADV 7.B
Dorchester Bucksport Fairchild Mutual & Casualty Insurance General Account: $88.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: BIG RE Fund II (2021 Vintage) · BPC Opportunities Fund III LP (2017 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 5 Shared Vehicles

Fenwick Chattahoochee Bellingham University Foundation & Endowment Pool

University Endowment Massachusetts / New England
Resolved Shared Vehicle Maturing Vehicle (2014–2019)
BPC Opportunities Fund III LP (2017 Vintage)
Mariner Institutional: $11.2M · SEC Form ADV 7.B
Fenwick Chattahoochee Bellingham University Foundation & Endowment Pool: $27.5M · IRS Form 990 Sched D

Additional shared vehicles: BIG RE Fund II (2021 Vintage) · BIG RE Fund I (2018 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+390 Additional Institutional LPs Report Shared Vehicles with Mariner Institutional

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 18 total tracked records for Mariner Institutional) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 18 tracked historical disclosure records (+13 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (393 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Mariner Institutional

Buyout LPs →Real Estate LPs →Private Credit LPs →Venture Capital LPs →Multi-Strategy LPs →

Frequently Asked Questions: Mariner Institutional

What type of institutional allocator is Mariner Institutional and what is their typical disclosed ticket size?

Mariner Institutional is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Winter Park, FL; Headquarters: Winter Park, FL). Across 18 historical disclosure records tracked on Prilago ($187.5M total parsed USD across disclosed rows), the median disclosed amount is $11.5M (range: $5.0M to $15.6M).

Which private-market strategies appear in Mariner Institutional's public disclosures?

Mariner Institutional has disclosed records across Buyout, Real Estate, Private Credit, Venture Capital, Multi-Strategy. Open preview records include Battery Ventures VIII (2025 Vintage), Brookdale International Partners LP (2025 Vintage), Charlesbank Equity Fund IX (2025 Vintage), KKR Real Estate Credit Opportunities II (2024 Vintage).

How are Mariner Institutional's historical records substantiated and separated from active searches on Prilago?

Records for Mariner Institutional cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Mariner Institutional's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/mariner-institutional or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Mariner Institutional?

In Prilago's bilateral commitment graph, Mariner Institutional shares resolved underlying fund vehicles with 393 institutional LPs across 17 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Borger Glacier Peak Alderwood Institutional Outsourced CIO & Wealth Advisory (5 shared vehicles, e.g. BIG RE Fund II (2021 Vintage)), Dorchester Bucksport Fairchild Mutual & Casualty Insurance General Account (5 shared vehicles, e.g. BIG RE Fund I (2018 Vintage)), Fenwick Chattahoochee Bellingham University Foundation & Endowment Pool (5 shared vehicles, e.g. BPC Opportunities Fund III LP (2017 Vintage)).

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