Mark Asset Management LP

RIASEC RegisteredEst. 1987

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$45.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 105691
Registered since: February 20, 1987
Website: www.markasset.com
Custodians: GOLDMAN SACHS & CO. LLC, J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles41.28%
HNWI37.66%
Charitable Organizations18.84%
Pension & Profit Sharing Plans2.21%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mark Asset Management LP is a limited partnership that operates as a hedge fund manager and registered investment adviser. The firm has been SEC-registered since 1987 and is owned by a combination of a domestic entity and an individual. Its client mix includes high-net-worth individuals and families as well as institutional accounts. Services emphasize portfolio management across delivered forms — separately managed accounts and pooled vehicles — and the firm also sponsors and acts as general partner/managing member for its pooled investment products. Fee arrangements combine asset-based charges with performance-linked compensation.