Markin Asset Management, LP
Firm details
- Headquarters
- ,
- CRD number
- 311719
- Registered since
- December 4, 2020
- Website
- markinfunds.com
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI66.34%
- Pooled Investment Vehicles20.92%
- Individuals12.73%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Markin Asset Management, LP is organized as a limited partnership and operates as a hedge fund-style investment adviser. The firm registered with the SEC in 2020 and serves both individual/family clients and institutional investors. Its advisory work spans discretionary portfolio management for individuals and small businesses, separately managed and pooled vehicles, and institutional or business clients. The firm charges asset-based fees along with performance-linked compensation and acts in sponsor/GP and managing-member roles for pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities20%
- Derivatives5%
Owners & executives
1 of 1
David Marra
Co Founder and Chief Investment OfficerCRD 7204653
Contacts
1 of 1
Matthew Kinzer
Co-Founder and Managing DirectorCRD 5906731
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$139M in ETFs
100%
$138M
0%
$695K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $29.2M | 294,385 | 21.04% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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