ROARK CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 160368
- Registered since
- March 15, 2012
- Website
- www.roarkcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2WESLEY LEE
Chief Financial OfficerCRD 7674542
LOUIS MATTHEWS
Chief Compliance Officer and Associate General CounselCRD 4973622
Contacts
1 of 1STEPHEN ARONSON
Managing Director, General CounselCRD 6027124
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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