Data / Investment advisers / New York / Marker Financial Advisors LLC
Marker Financial Advisors LLC, Port Washington, NY: exempt reporting adviser with 14 private funds
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Marker Financial Advisors LLC is an exempt reporting adviser with its main office in Port Washington, New York and reports 14 private funds in its Form ADV filed March 30, 2026.
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- Registration
- Exempt reporting adviser
- CRD number
- 165834
- SEC file number
- 802-78907
- SEC status
- ERA, Active, effective December 2, 2013
- Main office
- 51 Cornwells Beach Rd, Port Washington, NY 11050
- Phone
- (212) 937-9095
- Website
- marker-llc.com
- Form of organization
- Limited Liability Company
- Private funds
- 14: 14 venture capital funds
- Gross assets of private funds
- $209,454,001
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Summit Rock Advisors, LP | New York | $26.18 billion | 21 | adviserinfo.sec.gov |
| Fred Alger Management, LLC | New York | $26.14 billion | 2 | adviserinfo.sec.gov |
| Blue Owl Insurance Solutions | New York | $25.84 billion | Not listed | adviserinfo.sec.gov |
| Agl Credit Management LLC | New York | $25.80 billion | 53 | adviserinfo.sec.gov |
| Pretium Single-Family Rental Manager III, LLC | New York | $25.71 billion | 8 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York
- Advisers that manage private funds
- Marker Financial Advisors LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.