Carl Marks & Co.

New York, United States Founded: 1925 • Age: 101 yrs
Carl Marks Co. is engaged in principal investing and advisory services.

About Carl Marks & Co.

Carl Marks & Co. is a Financial Services company based in New York (United States) founded in 1925. Carl Marks Co. is engaged in principal investing and advisory services. It operates on a Professional Services and Brokerage / Intermediation model. Carl Marks & Co. offers products and services including Principal Investing, Advisory Services, and Emerging Managers Program. Its focus areas include Financials, Capital Markets and Investment Banking and Brokerage.

Company details

Carl Marks Co. is involved in principal investing and advisory services, focusing on credit investments, private equity, real estate, and asset management. Advisory services are provided in corporate restructuring and investment banking. The company also supports emerging managers through investment partnerships. Operating since 1925, it serves the financial sector with a commitment to integrity and value creation, based in New York with additional offices across the United States.

  • Headquarters New York, United States
  • Sectors
    Financial Services
  • Phone
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  • Website carlmarks.com
Operational Areas

Products & Services of Carl Marks & Co.

Carl Marks & Co. offers a comprehensive portfolio of products and services, including Principal Investing, Advisory Services, and Emerging Managers Program.

Principal Investing
Investment Services

Investment in credit, equity, real estate, asset management.

Advisory Services
Financial Advisory

Services for corporate restructuring and investment banking offered.

Emerging Managers Program
Investment Partnerships

Partnerships for emerging managers on investment platform.

People of Carl Marks & Co.

6 people are tracked at Carl Marks & Co. (4 in leadership, 2 in team).

NameRoleGroup
Billy Kirkpatrick
Managing DirectorLeadership
Donald Farm
Managing DirectorLeadership
Katherine Boas
Chief Operating OfficerLeadership
Joshua Noble
Vice President, Carl Marks AdvisorsLeadership
Esteban Rakela
Principal - Carl Marks Management CompanyTeam
Nicholas W.
Credit Hedge Fund AnalystTeam
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Top companies in Investment Banks

3 companies that operate in the same segment as Carl Marks & Co. (Investment Banks) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United StatesUSD 126.21 B46,500
Comprehensive financial services are provided to corporations and individuals.
1799New York, New York, United StatesUSD 42.22 M
Wealth management, investment advisory, and financial services are provided.
1935New York, New York, United StatesUSD 7.55 MUSD 119.72 B80,000
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Frequently Asked Questions about Carl Marks & Co.

Carl Marks & Co. was founded in 1925.

Carl Marks & Co. is headquartered in New York, United States. It is registered at New York, New York, United States.

Carl Marks Co. is involved in principal investing and advisory services, focusing on credit investments, private equity, real estate, and asset management. Advisory services are provided in corporate restructuring and investment banking. The company also supports emerging managers through investment partnerships. Operating since 1925, it serves the financial sector with a commitment to integrity and value creation, based in New York with additional offices across the United States.

Carl Marks & Co. offers Principal Investing, Advisory Services, and Emerging Managers Program.

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