Asset manager · New York, NY
Mark Asset Management LP
SEC-registered investment adviser · CRD 105691 · SEC 801-28992
At a glance
Mark Asset Management LP is an SEC-registered investment adviser based in New York, New York, with $1.1 billion in regulatory assets under management as of its Form ADV filed April 24, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 18 individual clients. By Form ADV it is a asset manager, ranked 1,293rd of 3,218 asset managers and 4,982nd of 17,210 SEC-registered advisers by assets.
Main office 212-372-2500markasset.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.1B
- Rank among asset managers
- #1,293 of 3,218
- Rank among all SEC RIAs
- #4,982 of 17,210
- Rank in New York
- #1,097 of 2,591
- Individual clients
- 18
- High-net-worth clients
- 18
- Accounts
- 25
- Discretionary
- 100% of AUM
- Employees
- 9
- Advisory staff
- 7
- Offices
- 1
Owners and executives on its Form ADV
- Morris N. MarkLimited Partner, President, and Co-Chief Investment Officer
- Susan L. MarkLimited Partner
- Matthew C. MarkExecutive Chairman and Co-Chief Investment Officer
- Moshe H. BilletChief Financial Officer, Chief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 2 | $471M | 41% |
| High-net-worth individuals | 18 | $430M | 38% |
| Charitable organizations | 4 | $215M | 19% |
| Pension and profit sharing plans | 1 | $25M | 2% |
Private funds
Mark Asset Management LP reports 2 private funds with $471M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Mark Asset Management LP reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗markasset.com ↗
AtlasMembers
The full record on Mark Asset Management LP
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 986 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Mark Asset Management LP manage?
Mark Asset Management LP reports $1.1 billion in regulatory assets under management across 25 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 24, 2026.
What kind of firm is Mark Asset Management LP?
Mark Asset Management LP is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Mark Asset Management LP’s clients?
By assets, its largest client types are pooled investment vehicles ($471 million, 2 clients); high-net-worth individuals ($430 million, 18 clients); charitable organizations ($215 million, 4 clients).
Does Mark Asset Management LP manage private funds?
Yes. It reports 2 private funds with $471 million in gross assets, including hedge funds.
Does Mark Asset Management LP have any disciplinary history?
Mark Asset Management LP reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Mark Asset Management LP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →