DFX Intelligence

Data Factory

The intelligence graph connecting private capital, companies and real assets. Public records ingested on their own cadence, resolved to one identity by shared identifier, connected by typed relationships with a date and a source on every edge, and read by detectors that say what changed and what it means. Facts, derived metrics, signals, anomalies and inferences are labelled as such.

Family officesOfficeoutsourced family office · candidate

Mariner

Family Offices

Overland Park, KS

Full profile on Family Offices →Search this name across graphsid dfx:fo:4b87e90d-205f-44bd-adb9-5be4e6f24de3

Data as of Sep 14, 2026 (this record's last observation) from dfx_isi_graph, office_website, sec_edgar_submissions, sec_form_13f, sec_form_adv. Page built Sep 18, 2026, 5:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 28
Dated events: 40
On other graphs: 5
Observed: Sep 12, 2026 to Sep 14, 2026
84 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Mariner

Capital provider to sponsors · shared cik, shared crd

Venture Capitalidentity

Mariner Wealth

Venture manager · shared cik, shared crd

Private Equityidentity

Mariner Wealth

Private equity manager · shared cik, shared crd

RIA / Wealth Managementidentity

MARINER

Registered adviser · shared cik, shared crd

Real Estate Fundsidentity

Mariner Wealth Advisors

Affiliate · shared cik, shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Regulatory AUM: $125BForm ADV, as of 2026-03-27
13F value: $86B5619 positions, 2026-03-31; never AUM
Private funds: 2
Investments: 7
Direct investments: 7
Latest investment: Feb 6, 2015
People: 8
Decision makers: 3derived
Website: partnerwithmariner.com

Investments

Target	State	Kind	Asset class	Sector	Announced	Amount	Evidence
TORTOISE ENERGY INDEPENDENCE FUND, INC.	n/a	insider stake	public equity	n/a	Feb 6, 2015	n/a	fact
Palmer Square Opportunistic Income Fund	n/a	insider stake	public equity	n/a	Jan 12, 2015	n/a	fact
TORTOISE PIPELINE & ENERGY FUND, INC.	n/a	insider stake	public equity	n/a	Dec 5, 2011	n/a	fact
TORTOISE MLP FUND, INC.	n/a	insider stake	public equity	n/a	Aug 6, 2010	n/a	fact
TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC	n/a	insider stake	public equity	n/a	Oct 19, 2009	n/a	fact
TORTOISE ENERGY INFRASTRUCTURE CORP	n/a	insider stake	public equity	n/a	Oct 19, 2009	n/a	fact
TEAM FINANCIAL INC /KS	n/a	public stake 13d	public equity	n/a	Aug 21, 2006	n/a	fact

People

Person	Title	Role	Seniority	Family member	Current	Evidence
Martin Christopher Bicknell	Chief Executive Officer	leadership	principal	n/a	yes	fact
Jeffrey Allen Poe	Chief Financial Officer	operations	senior	n/a	yes	fact
Deann Michele Elmore	Chief Services Officer	other	senior	n/a	yes	fact
Cheryl Renee Bicknell	Chief Operating Officer	operations	senior	n/a	yes	fact
Bradley Duane Rollins	Chief Investment Officer	cio	principal	n/a	yes	fact
Maureen Kim Kiefer-Goldenberg	Senior Vice President, Compliance	leadership	principal	n/a	yes	fact
Anne Dorian	General Counsel and Chief Compliance Officer	operations	unknown	n/a	yes	fact
Anne Dorian	General Counsel and Chief Compliance Officer	operations	unknown	n/a	yes	fact

Relationships

Invested in (7)

→ TORTOISE ENERGY INDEPENDENCE FUND, INC.Companyinsider_stake
Feb 6, 2015 to presentfactsec_edgar_submissions
→ Palmer Square Opportunistic Income FundCompanyinsider_stake
Jan 12, 2015 to presentfactsec_edgar_submissions
→ TORTOISE PIPELINE & ENERGY FUND, INC.Companyinsider_stake
Dec 5, 2011 to presentfactsec_edgar_submissions
→ TORTOISE MLP FUND, INC.Companyinsider_stake
Aug 6, 2010 to presentfactsec_edgar_submissions
→ TORTOISE ENERGY INFRASTRUCTURE CORPCompanyinsider_stake
Oct 19, 2009 to presentfactsec_edgar_submissions
→ TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INCCompanyinsider_stake
Oct 19, 2009 to presentfactsec_edgar_submissions
→ TEAM FINANCIAL INC /KSCompanypublic_stake_13d
Aug 21, 2006 to presentfactsec_edgar_submissions

Vehicle of (12)

← MARINER-FPII, LLCVehicleadv_private_fund
Mar 28, 2019 to presentfactsec_form_adv
← MARINER-PRESCIENT, LLCVehicleadv_private_fund
Aug 11, 2017 to presentfactsec_form_adv
← MARINER MANGROVE II, LLCVehicleadv_private_fund
Mar 26, 2014 to presentfactsec_form_adv
← WBR, LLCVehicleadv_private_fund
Apr 1, 2013 to presentfactsec_form_adv
← MARINER 2020 PRIVATE OPPORTUNITIES FUND, LPVehicleadv_private_fund
Mar 30, 2021 to Jul 30, 2021factsec_form_adv
← ANTORA PEAK SPV HOLDINGS, LLC - SERIES 1Vehicleadv_private_fund
Mar 30, 2021 to Mar 28, 2024factsec_form_adv
← MARINER 2019 PRIVATE OPPORTUNITIES FUND, LPVehicleadv_private_fund
Mar 29, 2020 to Jul 30, 2021factsec_form_adv
← MONTAGE SEED CAPITAL, LLCVehicleadv_private_fund
Mar 28, 2017 to Mar 29, 2018factsec_form_adv
← MARINER-STORE, LLCVehicleadv_private_fund
Mar 30, 2015 to Mar 30, 2021factsec_form_adv
← MARINER-PIPER SENIOR LIVING FUND, LLCVehicleadv_private_fund
Mar 26, 2014 to Mar 30, 2023factsec_form_adv
← MARINER INVESTMENT GRADE PLUS TRUSTVehicleadv_private_fund
Mar 26, 2014 to Mar 30, 2015factsec_form_adv
← MARINER CAPITAL PARTNERS, LLCVehicleadv_private_fund
Mar 30, 2012 to Oct 9, 2012factsec_form_adv

Employs (8)

→ Anne DorianPersonGeneral Counsel and Chief Compliance Officer
factsec_form_13f
→ Anne DorianPersonGeneral Counsel and Chief Compliance Officer
factsec_form_13f
→ Bradley Duane RollinsPersonChief Investment Officer
Jul 1, 2026 to presentfactsec_form_adv
→ Deann Michele ElmorePersonChief Services Officer
Jul 1, 2026 to presentfactsec_form_adv
→ Maureen Kim Kiefer-GoldenbergPersonSenior Vice President, Compliance
Nov 1, 2022 to presentfactsec_form_adv
→ Jeffrey Allen PoePersonChief Financial Officer
Aug 1, 2017 to presentfactsec_form_adv
→ Cheryl Renee BicknellPersonChief Operating Officer
Sep 1, 2013 to presentfactsec_form_adv
→ Martin Christopher BicknellPersonChief Executive Officer
May 1, 2006 to presentfactsec_form_adv

Owns (1)

← Mariner Wealth Advisors, LLCOrg75% or more (Managing Member and Cco)
Sep 1, 2008 to presentfactsec_form_adv

Dated events

40 bookkeeping events (roster, classification and holdings changes) folded below

Show 40 bookkeeping events

First seen by DFX
Sep 12, 2026
date not stated
Mariner found on the SEC adviser roster (services_description)
Occurred
May 13, 2026
Mariner, LLC reported $85,650,205,598 across 5619 13(f) positions for the quarter ended 2026-03-31
Occurred
Mar 31, 2026
Mariner, LLC increased First Tr Exchange Traded Fd 15,668 -> 23,380 shares ($1,540,512 -> $2,589,985)
Occurred
Mar 31, 2026
Mariner, LLC increased Hewlett Packard Enterprise C 314,297 -> 591,181 shares ($7,549,900 -> $14,072,025)
Occurred
Mar 31, 2026
Mariner, LLC increased HF Sinclair Corp 91,278 -> 123,711 shares ($4,208,516 -> $7,718,488)
Occurred
Mar 31, 2026
Mariner, LLC increased Host Hotels & Resorts Inc 244,344 -> 515,793 shares ($4,349,055 -> $9,882,207)
Occurred
Mar 31, 2026
Mariner, LLC increased Hubspot Inc 21,666 -> 35,376 shares ($8,701,295 -> $8,636,548)
Occurred
Mar 31, 2026
Mariner, LLC increased Hunt J B Trans Svcs Inc 88,547 -> 141,468 shares ($17,227,276 -> $29,974,219)
Occurred
Mar 31, 2026
Mariner, LLC increased Omnicom Group Inc 124,742 -> 203,789 shares ($10,072,635 -> $15,347,399)
Occurred
Mar 31, 2026
Mariner, LLC increased ON Semiconductor Corp 10,249 -> 50,527 shares ($554,633 -> $3,127,294)
Occurred
Mar 31, 2026
Mariner, LLC increased ONE Gas Inc 12,530 -> 35,193 shares ($967,852 -> $3,031,203)
Occurred
Mar 31, 2026
Mariner, LLC increased Onemain Hldgs Inc 58,703 -> 105,433 shares ($3,966,383 -> $5,639,642)
Occurred
Mar 31, 2026
Mariner, LLC increased Onto Innovation Inc 21,981 -> 31,595 shares ($3,471,722 -> $6,476,494)
Occurred
Mar 31, 2026
Mariner, LLC increased Oshkosh Corp 10,216 -> 23,642 shares ($1,284,630 -> $3,479,976)
Occurred
Mar 31, 2026
Mariner, LLC increased Owens Corning New 31,192 -> 65,141 shares ($3,493,145 -> $7,048,032)
Occurred
Mar 31, 2026
Mariner, LLC increased Moodys Corp 51,870 -> 70,716 shares ($26,507,216 -> $30,848,767)
Occurred
Mar 31, 2026
Mariner, LLC increased Target Corp 212,545 -> 620,633 shares ($20,773,753 -> $75,218,852)
Occurred
Mar 31, 2026
Mariner, LLC increased TD Synnex Corporation 17,821 -> 62,596 shares ($2,677,269 -> $10,559,138)
Occurred
Mar 31, 2026
Mariner, LLC increased Technipfmc Plc 396,042 -> 591,626 shares ($17,677,322 -> $40,896,042)
Occurred
Mar 31, 2026
Mariner, LLC increased Tenaris S a 31,225 -> 40,307 shares ($1,201,620 -> $2,344,284)
Occurred
Mar 31, 2026
Mariner, LLC increased Teradyne Inc 62,290 -> 115,421 shares ($12,072,910 -> $34,209,670)
Occurred
Mar 31, 2026
Mariner, LLC increased Carmax Inc 152,967 -> 356,675 shares ($5,917,561 -> $14,829,351)
Occurred
Mar 31, 2026
Mariner, LLC increased Carnival Corp 142,163 -> 496,456 shares ($4,343,525 -> $12,845,013)
Occurred
Mar 31, 2026
Mariner, LLC increased Carpenter Technology Corp 26,158 -> 36,969 shares ($8,237,974 -> $14,568,602)
Occurred
Mar 31, 2026
Mariner, LLC increased Ishares Tr 91,015 -> 114,205 shares ($2,316,795 -> $2,892,828)
Occurred
Mar 31, 2026
Mariner, LLC increased Ishares Tr 84,589 -> 179,052 shares ($9,320,849 -> $19,511,657)
Occurred
Mar 31, 2026
Mariner, LLC increased Ishares Tr 299,331 -> 713,905 shares ($16,127,922 -> $37,993,505)
Occurred
Mar 31, 2026
Mariner, LLC increased Mosaic Co 108,283 -> 316,228 shares ($2,609,059 -> $8,063,354)
Occurred
Mar 31, 2026
Mariner, LLC increased Msci Inc 21,677 -> 30,376 shares ($12,454,483 -> $16,372,478)
Occurred
Mar 31, 2026
Mariner, LLC increased Mueller Inds Inc 108,872 -> 160,553 shares ($12,518,119 -> $17,786,518)
Occurred
Mar 31, 2026
Mariner, LLC increased Texas Roadhouse Inc 51,480 -> 116,564 shares ($8,551,239 -> $19,248,847)
Occurred
Mar 31, 2026
Mariner, LLC increased The Cigna Group 122,987 -> 178,828 shares ($33,853,203 -> $47,699,082)
Occurred
Mar 31, 2026
Mariner, LLC increased Thor Inds Inc 85,855 -> 110,142 shares ($8,812,443 -> $8,799,201)
Occurred
Mar 31, 2026
Mariner, LLC increased Toro Co 157,205 -> 209,442 shares ($12,381,315 -> $19,569,523)
Occurred
Mar 31, 2026
Mariner, LLC increased Chemed Corp New 6,040 -> 27,661 shares ($2,584,776 -> $10,448,339)
Occurred
Mar 31, 2026
Mariner, LLC increased Chewy Inc 235,043 -> 333,928 shares ($7,764,763 -> $9,015,049)
Occurred
Mar 31, 2026
Mariner, LLC increased Churchill Downs Inc 9,410 -> 44,202 shares ($1,071,319 -> $3,969,753)
Occurred
Mar 31, 2026
Mariner, LLC increased Circle Internet Group Inc 16,744 -> 37,508 shares ($1,327,993 -> $3,576,886)
Occurred
Mar 31, 2026
Mariner, LLC increased Citizens Finl Group Inc 303,691 -> 391,348 shares ($17,750,018 -> $23,461,011)
Occurred
Mar 31, 2026
Mariner, LLC increased Firstenergy Corp 6,779 -> 70,145 shares ($303,509 -> $3,553,514)

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form 13F), 1 website (office website) · as of 2026-09-12

Anne Dorian
General Counsel and Chief Compliance Officer · Revealable: 1 business phone (Form 13F)

Also named here, with no published line of their own (reach them through the firm): Bradley Duane Rollins (Chief Investment Officer), Deann Michele Elmore (Chief Services Officer), Maureen Kim Kiefer-Goldenberg (Senior Vice President, Compliance), Jeffrey Allen Poe (Chief Financial Officer), Cheryl Renee Bicknell (Chief Operating Officer), Martin Christopher Bicknell (Chief Executive Officer).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Family Offices
Canonical id: dfx:fo:4b87e90d-205f-44bd-adb9-5be4e6f24de3
First observed: Sep 12, 2026
Last observed: Sep 14, 2026 3 days ago
Sources: dfx_isi_graph, office_website, sec_edgar_submissions, sec_form_13f, sec_form_adv
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Mariner

Family Offices

Overland Park, KS

Target

State

Kind

Asset class

Sector

Announced

Amount

Evidence

TORTOISE ENERGY INDEPENDENCE FUND, INC.

n/a

insider stake

public equity

n/a

Feb 6, 2015

n/a

fact

Palmer Square Opportunistic Income Fund

n/a

insider stake

public equity

n/a

Jan 12, 2015

n/a

fact

TORTOISE PIPELINE & ENERGY FUND, INC.

n/a

insider stake

public equity

n/a

Dec 5, 2011

n/a

fact

TORTOISE MLP FUND, INC.

n/a

insider stake

public equity

n/a

Aug 6, 2010

n/a

fact

TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC

n/a

insider stake

public equity

n/a

Oct 19, 2009

n/a

fact

TORTOISE ENERGY INFRASTRUCTURE CORP

n/a

insider stake

public equity

n/a

Oct 19, 2009

n/a

fact

TEAM FINANCIAL INC /KS

n/a

public stake 13d

public equity

n/a

Aug 21, 2006

n/a

fact

Person

Title

Role

Seniority

Family member

Current

Evidence

Martin Christopher Bicknell

Chief Executive Officer

leadership

principal

n/a

yes

fact

Jeffrey Allen Poe

Chief Financial Officer

operations

senior

n/a

yes

fact

Deann Michele Elmore

Chief Services Officer

other

senior

n/a

yes

fact

Cheryl Renee Bicknell

Chief Operating Officer

operations

senior

n/a

yes

fact

Bradley Duane Rollins

Chief Investment Officer

cio

principal

n/a

yes

fact

Maureen Kim Kiefer-Goldenberg

Senior Vice President, Compliance

leadership

principal

n/a

yes

fact

Anne Dorian

General Counsel and Chief Compliance Officer

operations

unknown

n/a

yes

fact

Anne Dorian

General Counsel and Chief Compliance Officer

operations

unknown

n/a

yes

fact