ROMARK CREDIT ADVISORS LP

RIASEC RegisteredEst. 2018
Total AUM
$3.1B
Discretionary
$3.1B
100% of AUM
Avg account
$261M
Accounts
12
Employees
76
Advisory reps
8

Firm details

Headquarters
New York, New York
CRD number
298909
Registered since
October 29, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

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Overview

Romark Credit Advisors LP is a credit-focused investment manager that operates as a limited partnership and concentrates on pooled investment vehicles. Since its 2018 SEC registration the firm has positioned itself as a manager of securitized-product strategies, directing capital into structured-credit and corporate-credit opportunities for institutional investors. Its adviser role typically includes acting as sponsor or general partner for pooled vehicles and engaging in portfolio management for funds rather than running separate account strategies. Investment activity centers on credit markets and securitized assets, with a mix of internally managed fund structures and allocations to third‑party managers where appropriate. The firm charges a mix of asset-based fees and performance fees, a common arrangement for credit funds that seek to align upside with investors. Romark Credit Advisors also reports being an active ESG investor, which suggests ESG considerations are incorporated into underwriting, portfolio monitoring and manager selection across its credit mandates. Romark targets institutional clients and runs a compact, concentrated business model. Its structure and fee profile indicate a fund-centric approach—raising and managing pooled vehicles that execute on securitized-credit themes and complementary private credit and private equity exposures.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • NEIL SCANLON

    Chief Financial OfficerCRD 6617352

  • JUSTIN SLATKY

    Chief Investment OfficerCRD 2911120

  • SHARON INGRAM

    Chief Compliance OfficerCRD 2323874

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Contacts

3 of 4
  • JAMES LARSEN

    General CounselCRD 8168139

  • MARK SHENKMAN

    Founder & PresidentCRD 870536

  • DAVID LERNER

    PresidentCRD 4320307

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
151 W 42nd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth