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- Custodian
- Charles Schwab & Company · Goldman Sachs · Interactive Brokers · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
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Owner & Executives
MATTHEW KINZER
Chief Compliance Officer, MANAGING DIRECTOR
- 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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