Carl Marks Management Company specializes in analyzing and investing in companies undergoing reorganization or major financial restructuring. They manage investment partnerships on a discretionary basis. Carl Marks Management Company does not tailor its advisory services to the individual needs of clients, and clients may not impose restrictions on investing in certain securities or types of securities.
Assets Under Management$390M
Clients4
AdvisorsN/A
Avg. per Client$98M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are normally charged at an annual rate of between 1% and 1.5% of the value of the client’s net assets under management. In certain circumstances, fees may be individually negotiated by partnership investors. Negotiated fees may be lower than those set forth above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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