Romark Credit Advisors Lp
- Regulatory AUM
- $3.1B
- Discretionary
- $3.1B
- Clients
- 12
- Avg AUM / client
- $261M
- Accounts
- 12
- Employees
- 76
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 12 | $3.1B | 100.0% |
Private funds (9)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $3.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Romark Wm R Ltd. | Securitized Asset Fund | Cayman Islands | $452M | 2 |
| Romark Clo Ii Ltd. | Securitized Asset Fund | Cayman Islands | $428M | 2 |
| Romark Clo Iii Ltd. | Securitized Asset Fund | Cayman Islands | $412M | 1 |
| Romark Clo Iv Ltd. | Securitized Asset Fund | Cayman Islands | $389M | 2 |
| Romark Clo V Ltd. | Securitized Asset Fund | Cayman Islands | $387M | 2 |
| Romark Clo I Ltd. | Securitized Asset Fund | Cayman Islands | $384M | 2 |
| Romark Credit Funding I, Ltd. | Securitized Asset Fund | Cayman Islands | $355M | 3 |
| Romark Credit Funding Ii, Ltd. | Securitized Asset Fund | Cayman Islands | $335M | 4 |
| Brookside Mill Clo Ltd. | Securitized Asset Fund | Cayman Islands | $1.2M | 4 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Shenkman, Mark, Ronald | Manager | Aug 2017 (9y) | Less than 5% | |
| Slatky, Justin, Warren | Chief Investment Officer; Limited Partner; Manager | Aug 2017 (9y) | 10% – 25% | |
| Todorovich, Serge, Nmn | General Counsel; Chief Compliance Officer; Manager | Aug 2017 (9y) | Less than 5% | |
| Kurzer, Adam, Scott | Manager | Nov 2017 (9y) | Less than 5% | |
| Lerner, David, Harlan | President Of Romark; Limited Partner; Manager | Nov 2017 (9y) | 10% – 25% | |
| Scanlon, Neil, Anthony | Chief Financial Officer; Manager | Jul 2020 (6y) | Less than 5% | |
| Mangiero, Daniel, James | Chief Operating Officer | Mar 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Romark Trust Llc | Limited Partner | Nov 2017 | A | 50% – 75% |
| Romark Credit Advisors Gp Llc | General Partner | Aug 2017 | A | Less than 5% |
| Romark Trust | Member | Aug 2017 | B | ≈ 0% – 5% via Romark Credit Advisors Gp Llc |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Romark Trust: 75% – 100% of Romark Credit Advisors Gp Llc × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (9, $3.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Romark Wm R Ltd. | Securitized Asset Fund | $452M | $100K | 2 |
| Romark Clo Ii Ltd. | Securitized Asset Fund | $428M | $100K | 2 |
| Romark Clo Iii Ltd. | Securitized Asset Fund | $412M | $250K | 1 |
| Romark Clo Iv Ltd. | Securitized Asset Fund | $389M | $250K | 2 |
| Romark Clo V Ltd. | Securitized Asset Fund | $387M | $250K | 2 |
| Romark Clo I Ltd. | Securitized Asset Fund | $384M | $100K | 2 |
| Romark Credit Funding I, Ltd. | Securitized Asset Fund | $355M | $250K | 3 |
| Romark Credit Funding Ii, Ltd. | Securitized Asset Fund | $335M | $250K | 4 |
| Brookside Mill Clo Ltd. | Securitized Asset Fund | $1.2M | $100K | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 4.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗