# Romark Credit Advisors LP

> Romark Credit Advisors LP is an SEC-registered investment advisory firm in New York, NY, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 298909
- Filed as: ROMARK CREDIT ADVISORS LP
- Also doing business as: ROMARK CLO ADVISORS LLC (RELYING ADVISER)
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298909
- AdvisorCensus page: https://advisorcensus.com/firm/romark-credit-advisors-lp-new-york-ny-298909

## Quick answers

**How is Romark Credit Advisors LP compensated?**
On its Form ADV (Item 5.E, October 2026), Romark Credit Advisors LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Romark Credit Advisors LP located?**
Romark Credit Advisors LP's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Romark Credit Advisors LP registered with the SEC or a state?**
Romark Credit Advisors LP is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 298909.

**How much does Romark Credit Advisors LP manage?**
Romark Credit Advisors LP reports $3,133,231,694 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Romark Credit Advisors LP's assets and staff changed since 2021?**
In the Form ADV data for Romark Credit Advisors LP: Regulatory assets under management: $2,509,647,481 in the October 2021 data and $3,133,231,694 in the October 2026 data, up 25%. Total employees: 53 in October 2021 and 76 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Romark Credit Advisors LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (12).

**Does Romark Credit Advisors 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/298909

**What changed in Romark Credit Advisors LP's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 22 to 27.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $3,133,231,694
- Discretionary: $3,133,231,694
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 12 | $3,133,231,694 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2018 (7 years)
- Employees: 76 total, 27 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, CT, DE, FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Boca Raton, FL
- Stamford, CT

### Websites listed on Form ADV (Item 1.I)
- romarkadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,509,647,481 | 53 | March 30, 2021 |
| October 2022 | $3,553,346,755 | 61 | March 30, 2022 |
| October 2023 | $3,228,028,227 | 72 | May 9, 2023 |
| October 2024 | $3,143,869,600 | 71 | March 27, 2024 |
| October 2025 | $3,328,359,667 | 73 | March 31, 2025 |
| October 2026 | $3,133,231,694 | 76 | March 26, 2026 |

Regulatory assets under management: $2,509,647,481 in the October 2021 data and $3,133,231,694 in the October 2026 data, up 25%.
Total employees: 53 in October 2021 and 76 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 22 to 27.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Romark Credit Advisors LP (CRD 298909): Form ADV filing data as of October 2026.