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 manager offering portfolio management to individuals, families, pooled vehicles and institutional clients. The firm is SEC-registered (since 2020) and positions itself to run both discretionary portfolios and pooled investment vehicles; it also serves as sponsor and general partner or managing member of its own pooled funds. Compensation combines an asset-based management fee with performance-based fees, consistent with hedge fund economics. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
2 of 2
David Marra
Co Founder and Chief Investment OfficerCRD 7204653
Ashley Chan
Chief Operating OfficerCRD 2494674
Contacts
2 of 2
Gaurav Adhikari
Director of OperationsCRD 6860992
Matthew 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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