What is Carl Marks Advisory Group LLC's NAICS code?

Carl Marks Advisory Group LLC's NAICS code is 5239 (Other Financial Investment Activities).

Insights

Established Industry Presence Carl Marks Advisory Group LLC boasts a long-standing history in investment management since 1925, demonstrating stable market presence and deep industry expertise, which can facilitate trust and long-term client relationships.

Diverse Investment Platform With multiple specialized units including advisory, distressed investments, private equity, and real estate, the company presents cross-sector opportunities for tailored financial solutions and collaborative service offerings.

Growth and Incubation The firm actively incubates emerging investment managers across various asset classes, indicating potential opportunities for partnership, co-investment, or asset management collaborations.

Moderate Revenue Scale With revenues estimated between $25 million and $50 million and a relatively small team, targeted engagement can unlock bespoke financial services and growth initiatives aligned with their scale.

Technology Stack Utilization The adoption of cloud-based and collaborative tools like Microsoft 365, Google Cloud, and Salesforce Marketing Cloud highlights openness to digital strategies, creating avenues for innovative tech-driven financial solutions.

Similar companies to Carl Marks Advisory Group LLC

Carl Marks Advisory Group LLC Tech Stack

Carl Marks Advisory Group LLC uses 8 technology products and services including Cloudflare, Microsoft 365, Google Cloud, and more. Explore Carl Marks Advisory Group LLC's tech stack below.

Cloudflare
Content Management System
Microsoft 365
Email
Google Cloud
Infrastructure As A Service
jQuery
Javascript Libraries
jQuery Migrate
Javascript Libraries
Salesforce Marketing Cloud Account Engagement
Marketing Automation
WPBakery
Page Builders
prettyPhoto
Web Tools And Plugins

Media & News

Carl Marks Advisory Group LLC's Email Address Formats

Carl Marks Advisory Group LLC uses at least 1 format(s):

Carl Marks Advisory Group LLC Email Formats	Example	Percentage
FLast@carlmarks.com	JDoe@carlmarks.com	91%
First.Last@carlmarks.com	John.Doe@carlmarks.com	3%
LFirst@carlmarks.com	DJohn@carlmarks.com	3%
FirstLast@carlmarks.com	JohnDoe@carlmarks.com	3%

Frequently Asked Questions

Where is Carl Marks Advisory Group LLC's headquarters located?

Carl Marks Advisory Group LLC's main headquarters is located at 900 Third Avenue New York, New York 10022 United States. The company has employees across 1 continents, including North America.

What is Carl Marks Advisory Group LLC's phone number?

You can contact Carl Marks Advisory Group LLC's main corporate office by phone at

+1-212-421-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Carl Marks Advisory Group LLC's official website and social media links?

Carl Marks Advisory Group LLC's official website is carlmarks.com and has social profiles on LinkedIn.

What is Carl Marks Advisory Group LLC's SIC code NAICS code?

Carl Marks Advisory Group LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Carl Marks Advisory Group LLC have currently?

As of May 2026, Carl Marks Advisory Group LLC has approximately 37 employees across 1 continents, including North America. Key team members include Cfo: B. S.Chief Compliance Officer: D. R.Chief Finance Officer: R. S.. Explore Carl Marks Advisory Group LLC's employee directory with LeadIQ.

What industry does Carl Marks Advisory Group LLC belong to?

Carl Marks Advisory Group LLC operates in the Investment Management industry.

What technology does Carl Marks Advisory Group LLC use?

Carl Marks Advisory Group LLC's tech stack includes CloudflareMicrosoft 365Google CloudjQueryjQuery MigrateSalesforce Marketing Cloud Account EngagementWPBakeryprettyPhoto.

What is Carl Marks Advisory Group LLC's email format?

Carl Marks Advisory Group LLC's email format typically follows the pattern of FLast@carlmarks.com. Find more Carl Marks Advisory Group LLC email formats with LeadIQ.

When was Carl Marks Advisory Group LLC founded?

Carl Marks Advisory Group LLC was founded in 1925.

Carl Marks Advisory Group LLC

Investment ManagementNew York, United States11-50 Employees

Founded in 1925, Carl Marks & Co. is one of the investment communityâ€™s most experienced merchant banks. Through four generations, family-owned and -operated Carl Marks has created value through clear thinking, creative advice, skillful execution and uncompromised integrity.

Today, Carl Marks is a platform for a range of investment and advisory businesses. Each business is distinct. The synergies among them enhance their professionalsâ€™ knowledge, perspective and deal flow, creating a whole greater than the sum of its parts. Its primary areas of operation are:
- Advisory Services (Carl Marks Advisors)
- Distressed Investments (Carl Marks Management Company)
- Private Equity (CM Equity Partners)
- Private Equity (Stone-Goff Partners)
- Real Estate (Carl Marks Real Estate Group)

In addition, Carl Marks continues to incubate promising investment managers across asset classes.