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 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
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 1Matthew Kinzer
Co-Founder and Managing DirectorCRD 5906731
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$188M in ETFs
100%
$187M
0%
$752K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $28.8M | 290,898 | 15.31% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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