ARK ADVISORS LLC

Overview

ARK Advisors LLC is an independent registered investment adviser operating under individual ownership. The firm serves both high-net-worth individuals and institutional clients, delivering financial planning and portfolio management services primarily to individuals and small businesses. Its fee structure combines a percentage of assets under management with fixed fees. Investment execution leans heavily toward pooled public vehicles—mutual funds and similar public funds—while ARK Advisors also deploys third-party alternative managers when appropriate. The firm identifies private equity, venture capital, hedge funds and real estate as alternative asset classes it allocates to, and it supplements portfolios with annuities and mutual funds as needed. ARK Advisors does not position itself as an active ESG investor and maintains most client relationships on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices