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Elected Manager · Mariner

Jonathan D. Sokoloff

CRD 1094006 · Named on Form ADV at 6 SEC-registered advisers

At a glance

Mariner, an SEC-registered wealth manager based in Overland Park, KS with $125.4 billion in regulatory assets, lists Jonathan D. Sokoloff on its Form ADV as Elected Manager, a control person. The SEC filings also name Jonathan at 5 other registered advisers.

Firms and roles

  • MarinerElected ManagerWealth manager · Overland Park, KS · $125B in regulatory assets
  • Leonard Green & Partners, L.P.Managing PartnerPrivate fund adviser · LOS Angeles, CA · $86B in regulatory assets
  • Mariner IndependentElected ManagerWealth manager · Overland Park, KS · $7.3B in regulatory assets
  • Mariner Institutional, LLCElected ManagerAsset manager · Winter Park, FL · $2.8B in regulatory assets
  • MarinerElected ManagerWealth manager · Overland Park,, KS · $2.8B in regulatory assets
  • Mariner WealthElected ManagerAsset manager · Overland Park, KS · $0M in regulatory assets

AtlasMembers

Jonathan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
6 firmsLocked
Control-person status
6 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (18)

13 more people named with Jonathan on the same filings, with titles and firms. Free in Atlas with a free account.

See all 18 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.