Markin Asset Management, LP

RIASEC RegisteredEst. 2020
Total AUM
$153M
Discretionary
$153M
100% of AUM
Avg account
$369K
Accounts
413
Employees
3
Advisory reps
2

Firm details

Headquarters
,
CRD number
311719
Registered since
December 4, 2020
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

FINTRX

Overview

Markin Asset Management, LP is a limited partnership that operates as a hedge fund-style advisory firm. The firm registered with the SEC in 2020 and is owned through a combination of a domestic entity and an individual. Its clientele spans high-net-worth individuals and families as well as institutional accounts. Markin provides portfolio management across individual and small-business accounts, pooled investment vehicles, and institutional or business mandates. The firm charges asset-based fees and assesses performance fees on certain strategies. It is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser. Markin also functions as a sponsor and general partner/managing member for pooled investment vehicles, indicating direct involvement in structuring and operating private funds alongside its advisory activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 75%, Exchange Traded Equities 20%, Derivatives 5%75%
  • Public Funds/Mutual Funds75%
  • Exchange Traded Equities20%
  • Derivatives5%

Owners & executives

1 of 1
  • David Marra

    David Marra

    Co Founder and Chief Investment OfficerCRD 7204653

Contacts

1 of 1
  • Matthew Kinzer

    Matthew Kinzer

    Co-Founder and Managing DirectorCRD 5906731

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 52

Active vs passive

$188M in ETFs

Passive

100%

$187M

Active

0%

$752K

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE US AGGREGATE BOND ETF (AGG)BlackRockPassiveIntermediate Core Bond$28.8M290,89815.31%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth