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ROMARK CREDIT ADVISORS LP
CRD 298909File 801-114216
APPROVED
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.13B
Top 25% of cohort (national)
Discretionary AUM
$3.13B
Clients
12
12 accounts
Employees
76
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Oct 29, 2018
- Principal office
- 151 WEST 42ND STREET, 29TH FLOOR, NEW YORK, NY, 10036
- Phone
- 212-867-9090
- Website
- http://romarkadvisors.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.13B
- Discretionary AUM
- $3.13B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 12
- Non-discretionary accounts
- 0
- Total accounts
- 12
- AUM per client
- $261.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 12 | $3.13B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 73 | 76 | increased by3 |
| Apr 1, 2026 | Clients | 11 | 12 | increased by1 |
| Apr 1, 2026 | AUM | $3,328,359,667 | $3,133,231,694 | decreased by$195,127,973 |
| Apr 1, 2026 | Accounts | 11 | 12 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 61 | 73 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 9 | 11 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,553,346,755 | $3,328,359,667 | decreased by$224,987,088 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 9 | 11 | increased by2 |
| Apr 1, 2022 | Employees | 53 | 61 | increased by8 |
| Apr 1, 2022 | Clients | 6 | 9 | increased by3 |
| Apr 1, 2022 | AUM | $2,509,647,481 | $3,553,346,755 | increased by$1,043,699,274 |
| Apr 1, 2022 | Accounts | 6 | 9 | increased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ROMARK CREDIT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ROMARK CREDIT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.