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

FINTRX

Overview

Romark Credit Advisors LP is a limited partnership that manages pooled credit-focused vehicles for institutional investors. Registered with the SEC in 2018, the firm identifies as a securitized asset manager and provides portfolio management for pooled investment vehicles rather than acting as a third-party capital allocator. Its client base is institutional and its compensation combines a percentage-of-assets fee with performance-based fees. Regulatory and operating descriptors indicate the firm can serve as a sponsor/GP or CPO/CTA for the vehicles it manages. The firm also reports being an active ESG investor, which indicates environmental, social and governance factors are incorporated into its investment or due-diligence processes. Romark Credit Advisors is not structured as a multi-state adviser and does not list pension consulting or related-adviser activities.

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
  • Sharon Ingram

    Chief Compliance OfficerCRD 2323874

  • Justin Slatky

    Justin Slatky

    Chief Investment OfficerCRD 2911120

  • Neil Scanlon

    Chief Financial OfficerCRD 6617352

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Contacts

3 of 4
  • Mark Shenkman

    Mark Shenkman

    Founder & PresidentCRD 870536

  • Adam Kurzer

    Adam Kurzer

    Vice ChairmanCRD 1646951

  • 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