| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Carl Marks Strategic Investments, L.P. | Hedge | $181.2M | $5M |
| Carl Marks Strategic Opportunities Fund III, L.P. | Hedge | $68.6M | $5M |
| Carl Marks Strategic Opportunities Fund IV, L.P. | Hedge | $29.6M | $5M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Mark Boas Control | Managing Member | 10-25% | 1987 |
| Esteban Jorge Rakela Control | Managing Member | 10-25% | 2020 |
| James Forbes Wilson Control | Managing Member | 10-25% | 2001 |
Carl Marks Management Company, LLC reports $391.1 million in regulatory assets under management on its Form ADV.
Carl Marks Management Company, LLC manages 4 private funds with combined gross assets of $293.6 million.
Carl Marks Management Company, LLC reports 9 employees.
Carl Marks Management Company, LLC is based in New York, NY and has been SEC-registered since 1992.
Carl Marks Management Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 900 Third Avenue - 18th Floor, Suite 1801, New York, NY 10022 |
| Phone | 212-909-8400 |
| Fax | 212-980-2630 |
| Office hours | 9a.m.-5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $391.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $391.1M |