Castleark Management Llc (Chicago)
Castleark Management Llc Is a Large Advisory Firm Based in Chicago. It Manages $2.87 Billion of Regulatory Assets for 25 Client Accounts. It Has Been...
Castleark Management LLC is a large advisory firm based in Chicago. It manages $2.87 billion of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Illinois.
Castleark Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
Castleark Management: assets under management
The assets under management (AUM) of Castleark Management LLC is $2.87 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 132% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $2.87 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $114.85 million each.
Investments
The firm invests in exchange traded securities the most. They account for 85% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 6% of the firm’s portfolio. Investments in investment grade corporate bonds form 5% of the total invested assets.
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