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 SEC-registered investment manager organized as an LLC and active since 2014. The firm presents itself as a hybrid manager with venture-capital roots and broader fund-management activity, serving primarily institutional clients. Its revenue model combines assets-under-management fees and performance-based fees. ARK lists portfolio management across individual, pooled, and institutional vehicles among its advisory services and also publishes investment research or periodicals. The firm is an active ESG investor and participates as a sponsor, general partner, or managing member of pooled investment vehicles.