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David M. Marra

Markin Asset Management, LP

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About David M. Marra

David M. Marra is a registered Investment Advisor Representative with Markin Asset Management, LP. David has been registered with the state of New York since December 1, 2021 and the state of Texas since July 13, 2023. Markin Asset Management, LP is a fee-based investment advisory firm that provides a variety of services, including portfolio management for individuals, businesses, and pooled investment vehicles. The firm also offers performance-based fees in addition to fees based on a percentage of assets. The firm has over $96 million in regulatory assets under management.

Firm Information

David Marra is currently registered with Markin Asset Management, LP. Markin Asset Management, LP is an investment adviser with approximately $96.2 million in regulatory assets under management. The firm provides portfolio management services for individuals, businesses, and pooled investment vehicles. The firm has 262 client accounts, including 141 high-net-worth individuals, 120 individuals other than high-net-worth, and 1 pooled investment vehicle.

$96.23M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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David Marra’s Registration & Firm History

NY

07/13/2023 - Present

Markin Asset Management, LP (RYE NY)

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Licenses & Designations

IA

Issued 12/01/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David M. Marra.
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