Marlin Investments LLC (Sulphur)

Marlin Investments LLC is a large advisory firm based in Sulphur. It manages $60.78 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2001.

Marlin Investments provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Marlin Investments: assets under management

The assets under management (AUM) of Marlin Investments LLC is $60.78 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $60.78 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.34 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Marlin Investments LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Marlin Investments LLC

John Joseph Broussard has served as the Chief Investment Officer since 1 Aug 1996. Dorothy Sonnier Lawton joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Joseph Broussard	Chief investment officer	1 Aug 1996	Other	1127499
Dorothy Sonnier Lawton	Member	1 Aug 1996	Other	4371744
Jack Edward Lawton	Manager	1 Aug 1996	25% - 50%	4371753

Based in Sulphur

The principal office where Marlin Investments LLC performs its advisory services is located at 101 North Huntington, Sulphur, LA 70663, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.