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Executive Committee Member · Capital Dynamics, Inc.

Joseph B. Marks

CRD 3057675 · Named on Form ADV at one SEC-registered adviser

At a glance

Capital Dynamics, Inc., an SEC-registered private fund adviser based in New York, NY with $2.7 billion in regulatory assets, lists Joseph B. Marks on its Form ADV as Executive Committee Member, a control person.

Firms and roles

  • Capital Dynamics, Inc.Executive Committee MemberPrivate fund adviser · New York, NY · $2.7B in regulatory assets

AtlasMembers

Joseph’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (11)

  • Andrew G. BernsteinExecutive Committee Member, Capital Dynamics, Inc.
  • Thomas J KubrBoard Member, Capital Dynamics, Inc.
  • Hina AhmadChief Operating Officer, Board Member, Executive Committee Member, Capital Dynamics, Inc.
  • Martin G. HahnChief Executive Officer, Executive Committee Member and Board Member, Capital Dynamics, Inc.
  • Harald ZeiterGroup General Counsel, Executive Committee Member, Capital Dynamics, Inc.

6 more people named with Joseph on the same filings, with titles and firms. Free in Atlas with a free account.

See all 11 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joseph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.