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- Custodian
- Charles Schwab & Company · Goldman Sachs · Interactive Brokers · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-04-2020
- Office Locations
- 1
Office Locations
About Markin Asset Management, LP
Markin Asset Management provides active equity and multi-asset strategies with hedge overlays for financial advisors and institutional investors, including equity, total return income, and retirement solutions. The firm uses a dynamic, systematic process combining fundamental economic logic, quantitative algorithms, and large data sets to drive daily portfolio construction and risk allocation. Portfolios trade liquid securities, target lower beta, tax-efficient compounding, and capital preservation through drawdown-focused hedging.
Reported data analysis
What the numbers show
Between August 27, 2025 and March 30, 2026, reported AUM increased 26.7%, from $120.3M to $152.5M.
Across 5 reported observations, AUM increased 163.4% between March 25, 2022 and March 30, 2026, from $57.9M to $152.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 413 clients, or 206.5 clients per representative. That equates to $369.3K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on September 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Markin Asset Management, LP record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MATTHEW KINZER
PARTNER
- CRD
- #5906731
- Ownership
- 25% but less than 50%
David M. Marra
Managing Director
- CRD
- #7204653
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $152,511,384 | $369,277 |
| Non-Discretionary | $0 | -- |
| Total | $152,511,384 | $369,277 |
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Separately Managed Accounts
SMA allocation detail is available
Markin Asset Management, LP has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Markin Asset Management, LP's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.