← Tributary

MARK ASSET MANAGEMENT LP

NEW YORK, NY · CRD 105691 · IAPD ↗ · markasset.com · 212-372-2500

$1.14BRegulatory AUM
7Advisory reps
9Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
May 2026 — MARK ASSET MANAGEMENT LP grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2025 — MARK ASSET MANAGEMENT LP crossed $1B in regulatory AUM ($786.6M -> $1.07B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.