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CASTLEARK MANAGEMENT LLC

CRD 109587 · SEC 801-56239

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1 N. WACKER DRIVE, SUITE 3950, CHICAGO, IL, 60606, United States

Phone

312-456-9682

Fax

312-456-9690

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$4.59B

Discretionary AUM

$4.59B

Team

28 total employees; 18 advisory reps; 61 broker-dealer reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-04-01

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
High net worth individuals46$76.8M
Investment companies1$311.7M
Pooled investment vehicles5$362.4M
Pension/profit sharing plans3$1.14B
State/municipal entities11$2.70B

States served

IL

All web addresses on file

Official SEC filing: View on IAPD