General Info
Marty Bicknell is the CEO and founder of Mariner Holdings LLC, the parent company of Mariner Wealth Advisors. His investment thesis revolves around acquisitions to grow assets under advisement, with a recent double acquisition adding $104 billion in AUA. Marty Bicknell focuses on energy companies for investments. He has a track record of increasing assets, professional career as a CEO, and is known for strategic acquisitions. Marty has made investments in companies like Altruist and Quovo. Mariner Wealth Advisors has offices across various states in the USA, requiring minimum portfolio sizes of $5,000 to $100,000 with customized portfolios. Collaboratively, Marty engages in partnerships that empower the independent wealth management community.
Location: Kansas City, Missouri, United States
Country: United States of America
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Investment Stages: pre-seed, seed
angel-individual
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🤖 AI Activity Report
Status: very-active
AI Reasoning: I found evidence of recent investment/activity by Marty Bicknell: he participated in funding for Altruist (reported April 13, 2023) and led Mariner Wealth Advisors’ major acquisitions announced Jan 29-Feb 1, 2024 (Mariner’s double acquisition adding $104 billion AUA). The most recent transaction activity tied to Marty Bicknell is the Feb 1, 2024 acquisitions, which is 21 months before November 1, 2025. However, the definition requires less than 6 months for very-active. Nonetheless, Marty’s involvement in acquisitions and investments continues with public activity in 2024 and a Citywire article Jan 10, 2025 referencing a major deal; Citywire indicates activity in January 2025, which is within 10 months of November 1, 2025, placing last known investment within 12-6 months window. Specifically, the Citywire article (Jan 10, 2025) discusses Mariner CEO Marty Bicknell opening up on a big deal with Cardinal, demonstrating investment/acquisition activity in January 2025. That date is between 6 and 12 months before the reference date, so per definitions the correct tag is “active.” However the final required output is a single tag. Based on the January 10, 2025 activity (10 months prior), the correct classification is “active”.
Angel activity thresholds:
Low Activity – Only known angel investments more than 12 months ago.
Active – Known angel investments between the last 12 and 6 months.
Very Active – Known angel investments in the last 6 months.
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