Marlin Management provides portfolio management for pooled vehicles. The firm advises 31 private funds.
Marlin Management reports 31 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($9.02B across 31 accounts) are managed with discretion. Of its clients, 65% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 31 | $9.02B | 100.0% | $291M |
| Total | 31 | $9.02B | 100% | $291M |
- Clients
- 31
- Regulatory AUM
- $9.02B
- AUM share
- 100.0%
- Avg. per client
- $291M
Total
- Clients
- 31
- Regulatory AUM
- $9.02B
- AUM share
- 100%
- Avg. per client
- $291M
- Clients outside the U.S.
- 65%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 31
Marlin Management is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Marlin Holdings, L.P. owns 75% or more of Marlin Management and is in turn owned by Marlin Feeder, L.P. (75% or more). The leadership team of Marlin Management includes Chief Financial Officer David Correa. It has 70 employees, 53 of them in advisory roles.
Leadership
David CorreaChief Compliance Officer and Chief Financial Officer- David McGovernManager
Staff
- 70 employees
- 53 in advisory functions
- Owns 75% or more of Marlin Management Company, LLC
Marlin Holdings, L.P.
Control person · since May 2019
- Owns 75% or more of Marlin Holdings, L.P.
Marlin Feeder, L.P.
Control person · since May 2019
- Owns 25% to 50% of Marlin Feeder, L.P.
McGovern Family Trust
Control person · since May 2019
- Owns 50% to 75% of McGovern Family Trust
David McGovern
Control person · since April 2004
Corina McGovern
Trustee · Control person · since April 2004
Marlin Holdings GP, LLC
General partner · Control person · since May 2019
Marlin Management’s regulatory assets grew from $7.81B (March 2021) to $9.02B (March 2026); clients rose from 24 to 31 and employees fell from 83 to 70.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $9.02B | 31 | 70 | 3 |
| March 2025 | $8.97B | 30 | 83 | 3 |
| March 2024 | $8.59B | 29 | 75 | 3 |
| March 2023 | $8.74B | 28 | 78 | 3 |
| May 2022 | $8.97B | 28 | 84 | 3 |
| March 2021 | $7.81B | 24 | 83 | 2 |
Besides its headquarters, Marlin Management has 2 offices, with 3 listed addresses in the U.S. and abroad.
California · 1 listed address
- 1301 Manhattan Avenue, Hermosa BeachHQ
International offices
- 4TH FLOOR, 1 NEWMAN STREET, LONDON, W1T 1PB, United Kingdom
- 6 RUE JADIN, PARIS, 75017, France
Other business names
Marlin Management has reported 1 other business name to the SEC.
- Marlin Equity Partners
Contact and registration details
- Legal name
- Marlin Management Company, LLC
- Headquarters
- 1301 Manhattan Avenue, Hermosa Beach, CA 90254
- Website
- marlinequity.com
- Phone
- 310-364-0100
- @marlin-equity-partners
- SEC file
- 801-74170
- Structure
- Delaware LLC
- Fiscal year end
- December
Marlin Management has custody of $7.87B in client assets for 31 clients.
How many clients does Marlin Management have?
Marlin Management has 31 clients and manages $9.02 billion for them, as of March 2026. They include 31 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Marlin Management offer?
Marlin Management provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Marlin Management have?
Marlin Management has 0 investment adviser representatives registered with state securities authorities, out of 70 employees, and 53 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Marlin Management?
Marlin Management is owned through a chain of holding companies by David McGovern. Its direct owner is Marlin Holdings, L.P. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Marlin Management get paid?
Marlin Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Marlin Management?
Marlin Management’s main office is at 1301 Manhattan Avenue, Hermosa Beach, CA 90254. Its phone number is 310-364-0100. Its website is marlinequity.com.