SourcingSourcing

ROMARK CREDIT ADVISORS LP

C22
CRD 298909·SEC 801-114216·NEW YORK, NY
AUM
$3.13B
$1B+
Est. Revenue
$31.3M
@ 1% on AUM
Est. EBITDA
$9.4M
@ 30% margin
Est. Deal Value
$75.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ROMARK CREDIT ADVISORS LP
CRD
298909
SEC file #
801-114216
EIN
000000000
DBA names
—

Economics

AUM
$3.13B
AUM band
$1B+
AUM trajectory
'20'26
$1.75B → $3.13B▲ +79%
Client mix
Pooled Investment Vehicles12

Operations

Employees (total)
76
Advisory staff (per ADV)
27
Advisory staff (5-yr trend)
'20'26
10 advisors → 27 advisors▲ +170%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
romarkadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ROMARK TRUST LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
10
Control Persons
ROMARK TRUST LLC
LERNER, DAVID, HARLAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ROMARKADVISORS.COM
Rdap Domain Creation Date
2017-08-22T19:54:17Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001722357
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2017-11-15
Edgar Last Filing Date
2017-11-15
Edgar Form D Count
1
Edgar Form D Offerings
2017-11-152017-11-15 · 0000919574-17-008168

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street14
U.s. Bank13
E*trade4
Edgar Addresses
Mailing
461 FIFTH AVENUENEW YORK, NY 10017
Business
461 FIFTH AVENUENEW YORK, NY 10017
Edgar EIN
000000000
Edgar Recent Filings
D2017-11-15 · 0000919574-17-008168
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-08-22T19:54:17Z
Rdap Domain Last Changed
2022-07-29T13:27:06Z
Rdap Nameservers
Ns83.worldnic.comNs84.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (8)

8
LERNER, DAVID, HARLAN
Direct Owner · 17.5%
4320307
SLATKY, JUSTIN, WARREN
Direct Owner · 17.5%
2911120
INGRAM, SHARON, ANN
Executive Officer · 2.5%
2323874
KURZER, ADAM, SCOTT
Executive Officer · 2.5%
1646951
LARSEN, JAMES, ROBERT
Executive Officer · 2.5%
8168139
MANGIERO, DANIEL, JAMES
Executive Officer · 2.5%
5114330
SCANLON, NEIL, ANTHONY
Executive Officer · 2.5%
6617352
SHENKMAN, MARK, RONALD
Executive Officer · 2.5%
870536