Mark Asset Management LP

Fee-Only (% of Portfolio)

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.

Assets Under Management$1.1B
Clients25
AdvisorsN/A
Avg. per Client$43M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

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.

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