Carl Marks Management Company, LLC

Overview

Carl Marks Management Company, LLC is a limited liability company that operates as a manager of pooled investment vehicles, primarily for institutional clients. The firm is registered with the SEC since 1992 and is structured as a hedge-fund manager while also acting in a qualified custodian capacity. Its advisory work centers on portfolio management for private pooled funds, and its compensation includes both a percentage-of-assets fee and performance-based fees. The firm does not position itself as an ESG investor, is not organized as a multi-state adviser, and is not identified as a related adviser to another firm. It also has an industry affiliation with a broker-dealer.

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