ARK Investment Management LLC
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
FINTRXOverview
ARK Investment Management LLC is an SEC-registered investment manager (registered in 2014) organized as an LLC that operates across venture-capital and multi-strategy fund activities. The firm primarily serves institutional clients and combines traditional portfolio management with research and published commentary. Compensation includes asset-based fees plus performance-linked fees. ARK identifies as an active ESG investor and participates as sponsor, general partner, and managing member in pooled investment vehicles, but it does not present itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- Private Funds3%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3CATHERINE WOOD
Chief Executive Officer & Chief Investment OfficerCRD 3173419
THOMAS STAUDT
President and Chief Operating OfficerCRD 6770544
PAUL WILSON
Chief Financial OfficerCRD 6800473
Contacts
2 of 2KELLEN CARTER
Corporate CounselCRD 6488994
DANA WOLFE
General CounselCRD 4868429
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$158M in ETFs
96%
$151M
4%
$6.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ARK 21SHARES BITCOIN ETF (ARKB) | ARK | Passive | Digital Assets | $151M | 6,698,206 | 95.63% |
Location
ST PETERSBURG, FL
PINELLAS
Location
ST PETERSBURG, FL
Headquartered in ST PETERSBURG, FL, in the South of the United States.
- Region
- South
- County
- PINELLAS
- Address
- 200 Central Ave
- Time zone
- ET (UTC-5)
- Office locations
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