Terrance Anderson

Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.

Mariner Capital Ventures LLC seeks investment opportunities in companies located in the US. The fund targets companies operating in the fields of manufacturers, value-added distributors and services with revenues of less than $2 million and between negative to $0.5 million in EBITDA. It provides financing for incubation, seed, early and later stage capital requirements with investment size ranging from $100K to $1 million per investment.

Mariner Private Equity LLC (Mariner Private Equity) is a private equity/venture capital subsidiary of Mariner LLC founded in 2006 by Martin Christopher Bicknell and Patrick G. Doherty. The firm is headquartered in Leawood, Kansas.

Nuance Investments LLC (Nuance) is a SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm was founded by Scott Moore in 2008 and is owned by SA Moore Family Corp. Nuance provides investment management services and investment products and services to individuals, trusts, estates, charitable organizations, corporations, retirement plans and business entities through separate accounts and mutual funds.

Montage Seed Capital LLC operates as a private equity fund. The company is headquartered in Leawood, KS.

The Civic Council of Greater Kansas City operates as a non-profit organization for private employers. It focuses on the support of members. The company is headquartered in Kansas City, MO.

Founded in 2008, Convergence Investment Partners LLC is a registered investment advisor headquartered in Grafton, Wisconsin. The firm was formerly known as Mariner Quantitative Solutions LLC and as Quantitative Investment Solutions LLC. They are a subsidiary of Montage Investments LLC and their ultimate parent is Bicknell Family Management Co. Trust. Convergence Investment Partners offers proprietary quantitative investment strategies for individual and institutional investors.

Palmer Square Capital Management LLC (Palmer Square) is a SEC-registered investment advisor headquartered in Mission Woods, Kansas. The firm was founded by Christopher Long in 2009 and is a subsidiary of Palmer Square Holdings LLC. Palmer Square provides investment advisory services to institutions, high-net worth individuals, collective investment trusts, investment companies and other pooled investment vehicles.

Part of Mariner Wealth Advisors LLC, Montage Investments LLC provides investment advice. The company is based in Leawood, KS.

Flyover Capital Partners LLC (Flyover Capital Partners) is a venture capital subsidiary of Mariner LLC founded in 2014 by Keith Molzer and Thad Langford. The firm is headquartered in Overland Park, Kansas.

Mariner Piper Senior Living Fund LLC invests in companies located in the United States. The fund targets companies operating in the fields of manufacturers, value-added distributors and services. It provides financing for buyout transactions.

MREM BOT Holdings LLC operates as a private equity fund. The company is headquartered in Leawood, KS.

WBR LLC invests in companies located in the US. The fund targets companies operating in the fields of manufacturers, value-added distributors and services. It provides financing for buyout transactions.

MREM Fairway Investors LLC operates as an investment holding company. The company is headquartered in Leawood, KS.

M-CMBS Opp. Fund LLC operates as an investment holding company. The company is headquartered in Leawood, KS.

Mrem Westport-HS LLC operates as an investment holding company. The company is headquartered in Fairway, KS.

M-IV Lomita LLC operates as pooled investment fund. The company is headquartered in Fairway, KS.

Platform I Qozb Holdings Rg Industrial LLC provides pooled investment fund services. The company is headquartered in Fairway, KS.

Mariner Wealth Advisors LLC is a wealth management firm that provides 360° advice to clients. The company is based in Overland Park, KS and has subsidiaries in the United States and Luxembourg. Mariner Wealth Advisors focuses on partnering with clients to create a financial strategy that is flexible enough to change along with them. The company offers a range of services from wealth planning to tax planning and insurance, all under one roof. Mariner Wealth Advisors has grown to more than $39 billion in assets under advisement as of 12/31/20. The company was founded in 2006 by Bruce Elliott Kusmin and Marty Bicknell, who has been the CEO since then. Mariner Wealth Advisors was acquired by Leonard Green & Partners LP on April 23, 2021.

PV Fund V Investors LLC provides pooled investment services. The company is headquartered in Fairway, KS.

Platform VCS Holdings I LLC invests in companies located in the US. It provides financing for information technology sector. It provides financing for early stage capital requirements.

Part of Cascadia Advisory Services LLC, Adler Mechals Group provides investment advisory services. The company is based in McMinnville, OR. The company was founded by Martin Christopher Bicknell. Martin Christopher Bicknell has been the CEO since incorporation.

The University of Kansas Medical Center is a campus of the University of Kansas located in Kansas City, KS. It offers educational programs and clinical training through its schools of Health Professions, Medicine, Nursing, and Graduate Studies. The center operates multiple campuses throughout the state and provides quality, responsive services to underserved rural and urban communities. The center also hosts digital collections and databases to serve the research needs of students, researchers, and clinicians. Additionally, it offers international educational experiences that promote a diverse perspective and contributes to the cultural and economic well-being of the university, the state, and the nation. The Human Research Protection Program ensures the welfare of human subjects in research.