Mark Asset Management LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in New York, NY. Its latest Form ADV filing, dated April 24, 2026, reports $1.1B in regulatory assets under management, 9 employees, and 25 accounts.
Assets Under Management
$1.1B
Employees
9
Offices
--
Total Clients
25
Primary office
NEW YORK, NY
667 MADISON AVENUE, 9TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 72.0% of total clients.
Top client categories% of clientsClients
1
HNWI
72.0%
18
2
Charitable
16.0%
4
3
Pooled Investment Vehicles
8.0%
2
4
Pension Plans
4.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of April 24, 2026
Discretionary100.0%
$1.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.1B
Total Accounts25
10Y AUM Change+$685M (+150.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee3:1
10Y Employee Change-7 (-43.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.