Actual fees may vary; other investment costs may apply.
Clients
High-Net-Worth Share of Firm Assets
1.68%
Number of High-Net-Worth Clients
46
Total Client Accounts
66
Discretionary Accounts
66
Services Offered
Services:
Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Castleark Management LLC's Form ADV discloses 0.70% on the first $25 million, 0.60% on the next $25 million, and 0.50% on assets above $50 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #109587), Castleark Management LLC is subject to fiduciary duty under federal law.
Castleark Management LLC is headquartered in CHICAGO, IL.
Castleark Management LLC serves 46 high-net-worth clients according to their SEC filing dated April 1, 2026. View client details ↓
According to their SEC Form ADV, Castleark Management LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
Castleark Management LLC manages $4.6 billion in client assets according to their SEC filing dated April 1, 2026.
According to their SEC Form ADV, Castleark Management LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓