# Carl Marks

Carl Marks is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, United States
- **Founded:** 1925
- **Assets under management:** Undisclosed
- **Website:** carlmarks.com
- **LinkedIn:** https://www.linkedin.com/company/carl-marks

## Regulatory record

- **CRD number:** 107695
- **SEC file number:** 801-41108
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/107695

## About

Carl Marks was founded in 1925 in New York City as a merchant bank. It remains family-owned and operates subsidiaries focused on its core lines of business. The firm deploys capital across advisory services, distressed investments, asset management, private equity, and real estate investment. Activity spans direct transactions and subsidiary-level holdings. Geographic reach centers on North America with additional exposure through portfolio holdings. No recent operational events from the last 24 months appear in available records. Team size and additional offices remain undisclosed. The family-owned merchant bank structure integrates advisory, investment, and real-asset activities under one ownership umbrella without external LP commitments.

## Sectors

- Private Equity
- Real Estate
- Distressed Investments

## Questions

### Does Carl Marks participate in fund commitments or only direct deals?

The firm executes through its own subsidiaries in private equity and real estate rather than external fund commitments.

### What investment stages does Carl Marks typically target?

The firm focuses on distressed situations and established private equity and real estate opportunities.

## Related profiles

- [Carlisle Management Company](https://altss.com/profile/carlisle-management-company)
- [Carlos Slim Foundation](https://altss.com/profile/carlos-slim-foundation)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/carl-marks

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