Mark Asset Management LP
Assets Under Management
$1.1B
Number of Clients
25
Number of Advisors
N/A
Avg. Portfolio per Client
$42.8M
Avg. Managed per Advisor
N/A
Compensation
Fee-Only (% of Portfolio)
About This Firm
Mark Asset Management (MAM LP) provides investment advice to private funds, institutions, and high net worth individuals. MAM LP manages investments on a discretionary basis, using four core equity-oriented strategies. MAM LP's investment approach involves company-specific and industry-specific research, with consideration of macroeconomic trends. MAM LP aims to achieve long-term returns through undervalued assets or earnings growth potential.
Fee Structure
Mark Asset Management charges a management fee based on the value of your portfolio, typically between 0.75% and 1.5% annually, paid quarterly in advance. The exact fee depends on the services provided, the amount you invest, and whether your assets are subject to a lock-up provision. Mark Asset Management may also receive 20% of an account’s profits above a high-water mark or an index.
Areas of Practice
Location
667 Madison Avenue, 9th Floor, New York, NY, 10065