# Markin Asset Management, LP

> Markin Asset Management, LP is an SEC-registered investment advisory firm in Rye, NY, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 2, 2026.

- CRD: 311719
- Filed as: MARKIN ASSET MANAGEMENT, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Rye, NY
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311719
- AdvisorCensus page: https://advisorcensus.com/firm/markin-asset-management-lp-rye-ny-311719

## Quick answers

**How is Markin Asset Management, LP compensated?**
On its Form ADV (Item 5.E, October 2026), Markin Asset Management, LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Markin Asset Management, LP located?**
Markin Asset Management, LP's principal office is in Rye, NY, according to its Form ADV.

**Is Markin Asset Management, LP registered with the SEC or a state?**
Markin Asset Management, LP is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 311719.

**How much does Markin Asset Management, LP manage?**
Markin Asset Management, LP reports $152,511,384 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (100% discretionary).

**How have Markin Asset Management, LP's assets and staff changed since 2021?**
In the Form ADV data for Markin Asset Management, LP: Regulatory assets under management: $35,695,254 in the October 2021 data and $152,511,384 in the October 2026 data, up 327%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Markin Asset Management, LP serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (281); individuals (other than high net worth individuals) (131); pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does Markin Asset Management, LP use?**
Markin Asset Management, LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Interactive Brokers LLC and Pershing LLC as custodians holding 10% or more of its separately managed account assets.

**Does Markin Asset Management, LP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311719

**What changed in Markin Asset Management, LP's recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Interactive Brokers LLC
- Pershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $152,511,384
- Discretionary: $152,511,384
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 131 | $19,420,400 |
| High net worth individuals | 281 | $101,178,147 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $31,912,837 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2020 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, MA, MD, NC, NH, NY, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- markinfunds.com
- LinkedIn @markin-asset-management-lp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $35,695,254 | 2 | June 29, 2021 |
| October 2022 | $57,906,696 | 2 | March 25, 2022 |
| October 2023 | $80,287,979 | 2 | June 27, 2023 |
| October 2024 | $96,234,728 | 2 | March 26, 2024 |
| October 2025 | $120,341,630 | 2 | March 27, 2025 |
| October 2026 | $152,511,384 | 3 | September 2, 2026 |

Regulatory assets under management: $35,695,254 in the October 2021 data and $152,511,384 in the October 2026 data, up 327%.
Total employees: 2 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $120,341,630 to $152,511,384 (+27%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Markin Asset Management, LP (CRD 311719): Form ADV filing data as of October 2026.
