Romark Credit Advisors LP (New York)
Romark Credit Advisors LP is a related adviser based in New York. It manages $1.75 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Connecticut, Delaware, and New York.
Romark Credit Advisors provides portfolio management for pooled investment vehicles and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Romark Credit Advisors: assets under management
The assets under management (AUM) of Romark Credit Advisors LP is $1.75 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 7% since the beginning of its operation, and $1.75 billion of the total AUM is attributable to clients outside of the United States.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Romark Credit Advisors LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Romark Credit Advisors serves?
The only and largest group of clients of Romark Credit Advisors is pooled investment vehicles with 4 clients and $1.75 billion of assets under management. Among the 10 most similar advisory firms, Romark Credit Advisors has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.75 billion for 4 clients. 100% of the firm’s clients are foreign persons or businesses.
Romark Credit Advisors also advises several private funds. Namely, four securitized asset funds. The minimum investment commitment required of non-related persons is $100,000 for each fund.
Careers at Romark Credit Advisors LP
The company employs 37 people that are either part- or full-time employees. 27 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 2 indirect owners.Based in New York
The principal office where Romark Credit Advisors LP performs its advisory services is located at 461 Fifth Avenue, 22 Nd Floor, New York, NY 10017 6283, which is also the mailing address of the firm. An additional office of the firm is in Stamford, CT. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-867-9090 or by fax 212-867-9106. The normal business hours are 8:30 am to 6:00 pm on Monday - Friday. You can find more information about the New York firm at romarkadvisors.com/.
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