{"url":"https://nivawealth.com/firms/marlin-management-160672","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/160672","regulatoryAum":9021207277,"crd":"160672","history":[{"filedOn":"2021-03-31","regulatoryAum":7808768778,"clients":24,"employees":83,"offices":2},{"filedOn":"2022-05-11","regulatoryAum":8968816665,"clients":28,"employees":84,"offices":3},{"filedOn":"2023-03-31","regulatoryAum":8736126757,"clients":28,"employees":78,"offices":3},{"filedOn":"2024-03-29","regulatoryAum":8589954725,"clients":29,"employees":75,"offices":3},{"filedOn":"2025-03-28","regulatoryAum":8972125002,"clients":30,"employees":83,"offices":3},{"filedOn":"2026-03-30","regulatoryAum":9021207277,"clients":31,"employees":70,"offices":3}],"secFileNumber":"801-74170","legalName":"Marlin Management Company, LLC","displayName":"Marlin Management","slug":"marlin-management-160672","website":"https://marlinequity.com/","classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/marlin-equity-partners","xUrl":"https://twitter.com/marlinequity","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1301 Manhattan Avenue","city":"Hermosa Beach","state":"CA","stateName":"California","country":"United States","postalCode":"90254"},"tradeNames":["Marlin Equity Partners"],"registration":{"secApproved":"29 March 2012","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":70,"advisory":53,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":9021207277,"discretionary":9021207277,"discretionaryAccounts":31,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":65,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":31,"regulatoryAum":9021207277}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Marlin Management has custody of $7.87B in client assets for 31 clients.","otherCustodians":[],"leadership":[{"name":"David Correa","title":"Chief Compliance Officer and Chief Financial Officer","crd":"7355183"},{"name":"David McGovern","title":"Manager","crd":"2817568"}],"ownership":[{"label":"Marlin Holdings, L.P.","detail":"Member in the 75% or more ownership band and a control person, since May 2019."},{"label":"David McGovern","detail":"Indirect owner: trustee of McGovern Family Trust and a control person, since April 2004. Also a managing member of Marlin Holdings GP, LLC in the 50% to 75% band and a control person, since April 2019.","parent":"McGovern Family Trust"},{"label":"Marlin Feeder, L.P.","detail":"Indirect owner: a limited partner of Marlin Holdings, L.P. in the 75% or more band and a control person, since May 2019.","parent":"Marlin Holdings, L.P."},{"label":"Corina McGovern","detail":"Indirect owner: trustee of McGovern Family Trust and a control person, since April 2004.","parent":"McGovern Family Trust"},{"label":"Marlin Holdings GP, LLC","detail":"Indirect owner: general partner of Marlin Holdings, L.P. and a control person, since May 2019. Also general partner of Marlin Feeder, L.P. and a control person, since May 2019.","parent":"Marlin Holdings, L.P."},{"label":"McGovern Family Trust","detail":"Indirect owner: a limited partner of Marlin Feeder, L.P. in the 25% to 50% band and a control person, since May 2019. Also a member of Marlin Holdings GP, LLC in the 50% to 75% band and a control person, since April 2019.","parent":"Marlin Feeder, L.P."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[{"city":"LONDON","country":"United Kingdom","postalCode":"W1T 1PB","street":"4TH FLOOR, 1 NEWMAN STREET","display":{"city":"LONDON","region":null,"postalCode":"W1T 1PB","ruleVersion":"office-display-1"}},{"city":"PARIS","country":"France","postalCode":"75017","street":"6 RUE JADIN","display":{"city":"PARIS","region":null,"postalCode":"75017","ruleVersion":"office-display-1"}}],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"1301 Manhattan Avenue","city":"Hermosa Beach","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"310-364-0100","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":31},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/160672/PDF/160672.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Marlin Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Marlin Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Marlin Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Marlin Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Marlin Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Marlin Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}