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Private equityFirmfund of funds · candidatelower middle market

Mariner Wealth

Private Equity

Overland Park, KS

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:ff5e870d-bca7-4837-af80-ca5dfc713a5c

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 6:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 46
Dated events: 39
On other graphs: 5
Observed: Sep 13, 2026 to Sep 17, 2026
25 observations

Across DFX

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

Family Officesidentity

Mariner

Family office · shared cik, shared crd

Independent Sponsorsidentity

Mariner

Capital provider to sponsors · shared cik, shared crd

Venture Capitalidentity

Mariner Wealth

Venture 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

Funds: 7
PE funds: 6
Vintages: 2013 to 2019
PE GAV, 2024 filing: $14.2Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $81B
Investments: 0
Active investments: 0
Size band: LOWER MIDDLE MARKETderivedproxy: $0.01bn Private Equity Fund GAV on the Form ADV filed 2024-10-21
Latest ADV filing: Oct 21, 2024
Employees (ADV): 1,498
Website: patriotwealth.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Mariner-Fpii, LLC	2019	Mature	Private Equity Fund	n/a	$11.4M
Mariner-Prescient, LLC	2017	Harvest	Private Equity Fund	n/a	$31
Mariner-Store, LLC	2015	Wound down	Private Equity Fund	n/a	$36,846
Mariner Mangrove II, LLC	2014	Unknown	Private Equity Fund	n/a	$2.8M
Mariner-Piper Senior Living Fund, LLC	2014	Wound down	Private Equity Fund	n/a	$0
Mariner Investment Grade Plus Trust	2014	Wound down	Other Private Fund	n/a	$8.6M
WBR, LLC	2013	Harvest	Private Equity Fund	n/a	$557

Relationships

Firm member (1)

→ Mariner WealthFirmAnchor adviser
factDFX's own graph

Employs (18)

→ Jonathan Adam SeifferPersonElected Manager
Jul 1, 2021 to presentfactForm ADV
→ Gary Paul HensonPersonElected Manager
Jul 1, 2021 to presentfactForm ADV
→ Maureen Kim Kiefer-GoldenbergPersonSenior Vice President, Compliance
Nov 1, 2022 to presentfactForm ADV
→ Jonathan Davis SokoloffPersonElected Manager
Jul 1, 2021 to presentfactForm ADV
→ John Glenn DanhaklPersonTrustee
Oct 1, 1997 to presentfactForm ADV
→ Martin Christopher BicknellPersonElected Manager
Jul 1, 2021 to presentfactForm ADV
→ Anne Jenelle DorianPersonGeneral Counsel; Chief Compliance Officer
Mar 1, 2018 to presentfactForm ADV
→ Katrina Delores ScottPersonChief Investment Officer
Jan 1, 2018 to presentfactForm ADV
→ Cheryl Renee VohlandPersonElected Manager
Jul 1, 2021 to presentfactForm ADV
→ Jeffrey Allen PoePersonChief Financial Officer
Aug 1, 2017 to presentfactForm ADV
→ Kenny PointerPersonChief Services Officer
Jul 1, 2018 to presentfactForm ADV
→ Todd Joseph CasslerPersonChief Strategy And Growth Officer
Jan 1, 2023 to Mar 28, 2024inferenceForm ADV
→ Robert Karl RossPersonSenior Vice President; Chief Compliance Officer
Jul 1, 2022 to Oct 10, 2022inferenceForm ADV
→ Iryna Yakovlevna NorthripPersonChief Compliance Officer
Mar 1, 2021 to May 16, 2022inferenceForm ADV
→ Karen Leigh SandnesPersonVice President Of Operations
Jun 1, 2012 to Jul 6, 2018inferenceForm ADV
→ Mark Andrew CaplingerPersonChief Investment Officer
Sep 1, 2014 to Mar 29, 2018inferenceForm ADV
→ William Berkley GreinerPersonChief Investment Officer
Mar 1, 2012 to Mar 30, 2015inferenceForm ADV
→ William Allen FreemanPersonTrustee
Jun 1, 2009 to Mar 30, 2015inferenceForm ADV

Manages (11)

→ Mariner 2020 Private Opportunities Fund, LPFundPrivate Equity Fund
Mar 30, 2021 to presentfactForm ADV
→ Mariner-Piper Senior Living Fund, LLCFundPrivate Equity Fund
Mar 26, 2014 to presentfactForm ADV
→ Mariner-Store, LLCFundPrivate Equity Fund
Mar 30, 2015 to presentfactForm ADV
→ Montage Seed Capital, LLCFundPrivate Equity Fund
Mar 28, 2017 to presentfactForm ADV
→ Mariner-Prescient, LLCFundPrivate Equity Fund
Aug 11, 2017 to presentfactForm ADV
→ Mariner-Fpii, LLCFundPrivate Equity Fund
Mar 28, 2019 to presentfactForm ADV
→ Mariner 2019 Private Opportunities Fund, LPFundPrivate Equity Fund
Mar 29, 2020 to presentfactForm ADV
→ Antora Peak Spv Holdings, LLC - Series 1FundOther Private Fund
Mar 30, 2021 to presentfactForm ADV
→ WBR, LLCFundPrivate Equity Fund
Apr 1, 2013 to presentfactForm ADV
→ Mariner Mangrove II, LLCFundPrivate Equity Fund
Mar 26, 2014 to presentfactForm ADV
→ Mariner Investment Grade Plus TrustFundOther Private Fund
Mar 26, 2014 to presentfactForm ADV

Owns (16)

← Mariner Wealth Advisors, LLCFirmManaging Member
Sep 1, 2008 to presentfactForm ADV
← MWA Midco, LLCFirmManager
Jun 1, 2021 to presentfactForm ADV
← MWA Holdco, LLCFirmManager
Jun 1, 2021 to presentfactForm ADV
← GEI Viii Mw Aggregator LLCFirmMember
Jun 1, 2021 to presentfactForm ADV
← Peridot Coinvest Manager LLCFirmManager
Apr 1, 2021 to presentfactForm ADV
← GEI Viii Mw Blocker LLCFirmMember
Apr 1, 2021 to presentfactForm ADV
← Green Equity Investors Viii L.P.FirmMember
Apr 1, 2021 to presentfactForm ADV
← GEI Capital Viii, LLCFirmGeneral Partner
Jun 1, 2019 to presentfactForm ADV
← Green Equity Investors Side Viii L.P.FirmMember
Apr 1, 2021 to presentfactForm ADV
← LGP Management, Inc.FirmGeneral Partner
Jun 1, 1996 to presentfactForm ADV
← Leonard Green & Partners, L.P.FirmManager
Jul 1, 2014 to presentfactForm ADV
← Emerald Holdings II, L.P.FirmLimited Partner
Nov 1, 2022 to presentfactForm ADV
← The Danhakl Revocable TrustFirmMember
May 1, 2012 to presentfactForm ADV
← The Sokoloff Family TrustFirmMember
May 1, 2012 to presentfactForm ADV
← Emerald Holdings I, LLCFirmGeneral Partner
Aug 1, 2016 to presentfactForm ADV
← LGP Feeder, L.P.FirmLimited Partner
Nov 1, 2022 to presentfactForm ADV

Dated events

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

Occurred
Mar 28, 2024
Person left
Todd Joseph Cassler (Chief Strategy And Growth Officer) no longer on Schedule A of Mariner Wealth
Form ADVobserved 5 days ago
Occurred
Jan 1, 2023
Person joined
Todd Joseph Cassler joined Schedule A of Mariner Wealth as Chief Strategy And Growth Officer
Form ADVobserved 5 days ago
Occurred
Nov 1, 2022
Person joined
Maureen Kim Kiefer-Goldenberg joined Schedule A of Mariner Wealth as Senior Vice President, Compliance
Form ADVobserved 5 days ago
Occurred
Oct 10, 2022
Person left
Robert Karl Ross (Senior Vice President; Chief Compliance Officer) no longer on Schedule A of Mariner Wealth
Form ADVobserved 5 days ago
Occurred
Jul 1, 2022
Person joined
Robert Karl Ross joined Schedule A of Mariner Wealth as Senior Vice President; Chief Compliance Officer
Form ADVobserved 5 days ago
Occurred
May 16, 2022
Person left
Iryna Yakovlevna Northrip (Chief Compliance Officer) no longer on Schedule A of Mariner Wealth
Form ADVobserved 5 days ago
Occurred
Jul 1, 2021
Person joined
Jonathan Adam Seiffer joined Schedule A of Mariner Wealth as Elected Manager
Form ADVobserved 5 days ago
Occurred
Jul 1, 2021
Person joined
Gary Paul Henson joined Schedule A of Mariner Wealth as Elected Manager
Form ADVobserved 5 days ago
Occurred
Jan 1, 2021
Person joined
Iryna Yakovlevna Northrip joined Schedule A of Mariner Wealth as Chief Compliance Officer
Form ADVobserved 5 days ago
Occurred
Jul 6, 2018
Person left
Karen Leigh Sandnes (Vice President Of Operations) no longer on Schedule A of Mariner Wealth
Form ADVobserved 5 days ago
Occurred
Jul 1, 2018
Person joined
Kenny Pointer joined Schedule A of Mariner Wealth as Senior Vice President Of Operations
Form ADVobserved 5 days ago
Occurred
Mar 29, 2018
Person left
Mark Andrew Caplinger (Chief Investment Officer) no longer on Schedule A of Mariner Wealth
Form ADVobserved 5 days ago
Occurred
Mar 1, 2018
Person joined
Anne Jenelle Dorian joined Schedule A of Mariner Wealth as Chief Compliance Officer
Form ADVobserved 5 days ago
Occurred
Jan 1, 2018
Person joined
Katrina Delores Scott joined Schedule A of Mariner Wealth as Chief Investment Officer
Form ADVobserved 5 days ago
Occurred
Aug 1, 2017
Person joined
Jeffrey Allen Poe joined Schedule A of Mariner Wealth as Chief Financial Officer
Form ADVobserved 5 days ago
Occurred
Mar 30, 2015
Person left
William Allen Freeman (Trustee) no longer on Schedule A of Mariner Wealth
Form ADVobserved 5 days ago
Occurred
Mar 30, 2015
Person left
William Berkley Greiner (Chief Investment Officer) no longer on Schedule A of Mariner Wealth
Form ADVobserved 5 days ago
Occurred
Sep 1, 2014
Person joined
Mark Andrew Caplinger joined Schedule A of Mariner Wealth as Chief Investment Officer
Form ADVobserved 5 days ago
Occurred
Jun 1, 2012
Person joined
Karen Leigh Sandnes joined Schedule A of Mariner Wealth as Operations Manager
Form ADVobserved 5 days ago
Occurred
Mar 30, 2012
Adviser first adv filing
Mariner Wealth first filed Form ADV in the extract (IA)
Form ADVobserved 5 days ago
Occurred
Oct 1, 1997
Person joined
John Glenn Danhakl joined Schedule A of Mariner Wealth as Trustee
Form ADVobserved 5 days ago
Occurred
Oct 1, 1997
Person joined
Jonathan Davis Sokoloff joined Schedule A of Mariner Wealth as Trustee
Form ADVobserved 5 days ago

Show 17 bookkeeping events

Occurred
Aug 5, 2026
Mariner: Private Equity Funds on Form ADV 4 (2024 extract) -> 2 (roster 2026-09-01)
Occurred
Mar 28, 2024
Fund 805-6004537094 no longer reported on Form ADV by Mariner Wealth
Occurred
Mar 30, 2023
Fund 805-8956549970 no longer reported on Form ADV by Mariner Wealth
Occurred
Mar 30, 2021
Antora Peak Spv Holdings, LLC - Series 1 first reported on Form ADV by Mariner Wealth (Other Private Fund), GAV $14,976,252
Occurred
Mar 30, 2021
Fund 805-4675337614 no longer reported on Form ADV by Mariner Wealth
Occurred
Mar 30, 2021
Mariner 2020 Private Opportunities Fund, LP first reported on Form ADV by Mariner Wealth (Private Equity Fund), GAV $25,057,627
Occurred
Mar 29, 2020
Mariner 2019 Private Opportunities Fund, LP first reported on Form ADV by Mariner Wealth (Private Equity Fund), GAV $13,501,160
Occurred
Mar 28, 2019
Mariner-Fpii, LLC first reported on Form ADV by Mariner Wealth (Private Equity Fund), GAV $10,427,760
Occurred
Mar 29, 2018
Fund 805-5960950697 no longer reported on Form ADV by Mariner Wealth
Occurred
Aug 11, 2017
Mariner-Prescient, LLC first reported on Form ADV by Mariner Wealth (Private Equity Fund), GAV $11,465,000
Occurred
Mar 28, 2017
Montage Seed Capital, LLC first reported on Form ADV by Mariner Wealth (Private Equity Fund), GAV $1,694,801
Occurred
Mar 30, 2015
Mariner-Store, LLC first reported on Form ADV by Mariner Wealth (Private Equity Fund), GAV $2,366,196
Occurred
Mar 30, 2015
Fund 805-6979463120 no longer reported on Form ADV by Mariner Wealth
Occurred
Mar 26, 2014
Mariner Mangrove II, LLC first reported on Form ADV by Mariner Wealth (Private Equity Fund), GAV $10,335,000
Occurred
Mar 26, 2014
Mariner-Piper Senior Living Fund, LLC first reported on Form ADV by Mariner Wealth (Private Equity Fund), GAV $7,500,000
Occurred
Mar 26, 2014
Mariner Investment Grade Plus Trust first reported on Form ADV by Mariner Wealth (Other Private Fund), GAV $8,584,076
Occurred
Apr 1, 2013
WBR, LLC first reported on Form ADV by Mariner Wealth (Private Equity Fund), GAV $1,800,000

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 ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Jonathan Adam Seiffer (Elected Manager), Gary Paul Henson (Elected Manager), Maureen Kim Kiefer-Goldenberg (Senior Vice President, Compliance), Jonathan Davis Sokoloff (Elected Manager), John Glenn Danhakl (Trustee), Martin Christopher Bicknell (Elected Manager), Anne Jenelle Dorian (General Counsel; Chief Compliance Officer), Katrina Delores Scott (Chief Investment Officer), Cheryl Renee Vohland (Elected Manager), Jeffrey Allen Poe (Chief Financial Officer), Kenny Pointer (Chief Services 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: Private Equity
Canonical id: dfx:pe:ff5e870d-bca7-4837-af80-ca5dfc713a5c
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 40 h ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
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 Wealth

Private Equity

Overland Park, KS

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:ff5e870d-bca7-4837-af80-ca5dfc713a5c

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 6:05 AM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

Mariner-Fpii, LLC

2019

Mature

Private Equity Fund

n/a

$11.4M

Mariner-Prescient, LLC

2017

Harvest

Private Equity Fund

n/a

$31

Mariner-Store, LLC

2015

Wound down

Private Equity Fund

n/a

$36,846

Mariner Mangrove II, LLC

2014

Unknown

Private Equity Fund

n/a

$2.8M

Mariner-Piper Senior Living Fund, LLC

2014

Wound down

Private Equity Fund

n/a

Mariner Investment Grade Plus Trust

2014

Wound down

Other Private Fund

n/a

$8.6M

WBR, LLC

2013

Harvest

Private Equity Fund

n/a

$557