ROARK CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2012
Total AUM
$34.2B
Discretionary
$34.2B
100% of AUM
Avg account
$2.4B
Accounts
14
Employees
145
Advisory reps
3

Firm details

Headquarters
Atlanta, Georgia
CRD number
160368
Registered since
March 15, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Roark Capital Management, LLC is a private equity manager that focuses on pooled investment vehicles for institutional clients. The firm operates as a limited liability company and functions primarily as sponsor, general partner and managing member of its funds, running active portfolio management for closed-end private equity vehicles. Fee arrangements combine a percentage of assets under management with performance-based fees, reflecting a typical private equity carry and management-fee structure. Investment activity centers on control and growth-oriented private equity strategies, with notable allocation to venture capital, commodities and oil & gas exposures through direct or fund-of-funds arrangements. The firm describes itself as an active ESG investor, which suggests integration of environmental, social and governance considerations into deal sourcing, diligence and ongoing portfolio monitoring. Roark’s client base is institutional, and its advisory mandate is concentrated on managing pooled funds rather than acting as a broad capital allocator to retail accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • WESLEY LEE

    Chief Financial OfficerCRD 7674542

  • LOUIS MATTHEWS

    Chief Compliance Officer and Associate General CounselCRD 4973622

Contacts

1 of 1
  • STEPHEN ARONSON

    Managing Director, General CounselCRD 6027124

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
1180 Peachtree St NE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth