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 privately structured hedge fund formed as a limited partnership and active since 1987. It manages capital for both high-net-worth individuals/families and institutional clients, offering discretionary portfolio management for individuals, pooled investment vehicles, and business or institutional accounts. The firm also serves as sponsor and general partner or managing member for pooled vehicles it advises. Its compensation mix combines a percentage-of-assets fee with performance-based fees. Mark Asset Management does not identify as an active ESG investor.