RIA Intelligence

CARL MARKS MANAGEMENT COMPANY, LLC

CRD #107695 SEC #801-41108 NEW YORK, NY 212-909-8400
SEC Registered Private Funds
Total AUM
$391.1M
Discretionary
$391.1M
Employees
9
Clients
0
Accounts
4

AUM Over Time

DateSep 2025
Total AUM$391.1M
Discretionary$391.1M
Non-Disc.$0
Employees9
Clients0
DateJun 2025
Total AUM$391.1M
Discretionary$391.1M
Non-Disc.$0
Employees9
Clients0
DateJun 2025
Total AUM$391.1M
Discretionary$391.1M
Non-Disc.$0
Employees9
Clients0
DateMay 2025
Total AUM$391.1M
Discretionary$391.1M
Non-Disc.$0
Employees9
Clients0
DateMar 2025
Total AUM$391.1M
Discretionary$391.1M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$383.3M
Discretionary$383.3M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$397.7M
Discretionary$397.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$432.6M
Discretionary$432.6M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$496.4M
Discretionary$496.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$558.7M
Discretionary$558.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$612.8M
Discretionary$612.8M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$574.2M
Discretionary$574.2M
Non-Disc.$0
Employees9
Clients0
DateMar 2017
Total AUM$652.4M
Discretionary$652.4M
Non-Disc.$0
Employees9
Clients1
DateMar 2016
Total AUM$647.6M
Discretionary$647.6M
Non-Disc.$0
Employees9
Clients1
DateMar 2015
Total AUM$723.3M
Discretionary$723.3M
Non-Disc.$0
Employees8
Clients1
DateMar 2014
Total AUM$410M
Discretionary$410M
Non-Disc.$0
Employees9
Clients1
DateMar 2013
Total AUM$478.9M
Discretionary$478.9M
Non-Disc.$0
Employees9
Clients1
DateMar 2012
Total AUM$487.9M
Discretionary$487.9M
Non-Disc.$0
Employees6
Clients1
DateJul 2011
Total AUM$537.3M
Discretionary$537.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$537.3M
Discretionary$537.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$539.3M
Discretionary$539.3M
Non-Disc.$0
Employees10
Clients--
DateJun 2009
Total AUM$357.7M
Discretionary$357.7M
Non-Disc.$0
Employees10
Clients--
DateApr 2009
Total AUM$357.7M
Discretionary$357.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$357.7M
Discretionary$357.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$319.5M
Discretionary$319.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$446.2M
Discretionary$446.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$408.2M
Discretionary$408.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$274.1M
Discretionary$274.1M
Non-Disc.$0
Employees10
Clients--