ARK Investment Management LLC

RIASEC RegisteredEst. 2014

Total AUM

$16B

Discretionary

$16B

100% of AUM

Avg account

$470M

Accounts

Employees

Advisory reps

Firm details

Headquarters: St Petersburg, Florida
CRD number: 169525
Registered since: January 21, 2014
Website: ark-invest.com
Custodians: STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies87.46%
Pooled Investment Vehicles9.72%
State / Municipal Government2.59%
Pension & Profit Sharing Plans0.21%
Other Investment Advisers0.02%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

ARK Investment Management LLC is an investment manager organized as an LLC and registered with the SEC in 2014. The firm is classified as a venture capital fund manager and a multifaceted fund manager, combining pooled-vehicle sponsorship and fund management with portfolio advisory services. Its client base is institutional, and its fee model includes a percentage-of-assets component alongside performance-based fees. Advisory capabilities span portfolio management for individuals and small businesses, investment companies, pooled investment vehicles, and institutions. The firm also engages in publication activity through periodicals or newsletters and acts in sponsor/GP/managing-member roles for pooled investment vehicles. ARK identifies as an active ESG investor.