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MARATHON ASSET MANAGEMENT, L.P.

NEW YORK, NY · CRD 124613 · IAPD ↗ · 212-500-3000

$30.48BRegulatory AUM
99Advisory reps
193Employees
31Clients
n/aPlanning clients
70Private funds
3States
3Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — MARATHON ASSET MANAGEMENT, L.P. shrank from 115 to 99 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
April 2026 — MARATHON ASSET MANAGEMENT, L.P. reported RAUM up 26% ($24.20B -> $30.48B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — MARATHON ASSET MANAGEMENT, L.P. grew from 92 to 115 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
November 2024 — MARATHON ASSET MANAGEMENT, L.P.'s Item 11 disclosure-reporting entries rose by 3 (0 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

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