ARK Financial Management LLC

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ARK Financial Management LLC
CRD #174038
SEC #801-80879
CIK #0001697748
AUM
Employees 5 (80% Investors, 0% Brokers)
Phone703-774-3520
Address560 Herndon Parkway
Herndon, VA 20170
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
705642281402009201420192025
Sector Form 13F Holdings Value ($B)
Tesla Motors Inc 1.1
Advanced Micro Devices Inc 0.6
CRISPR Therapeutics AG 0.5
Shopify Inc 0.5
Palantir Technologies Inc 0.5
Tempus AI Inc 0.4
Circle Internet Group Inc 0.4
Robinhood Markets Inc 0.4
Coinbase Global Inc 0.4
Teradyne Inc 0.4
View All
Holdings by Sector ($B)
604836241202011201620212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 144 22.4
(b) Individuals (high net worth individuals) 29 25.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 258 48.0
By Discretionary
Discretionary 258 48.0
Non-Discretionary 0 0.0
Total 258 48.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 48.0
Total 258 48.0
EDGAR Form CIK 2011 - 2026
13F-HR [0001697748]
3 [0001697748]
4 [0001697748]
SC 13G [0001697748]
Form 13D/13G Filer Form 13D/13G Subject Filed
ARK Investment Management LLC Tempus AI Inc [2026-03-06]
ARK Investment Management LLC Archer Aviation Inc [2026-02-03]
ARK Investment Management LLC Tharimmune Inc [2026-02-03]
ARK Investment Management LLC Veracyte Inc [2025-11-04]
ARK Investment Management LLC Kodiak AI Inc [2025-11-04]
ARK Investment Management LLC Brera Holdings PLC [2025-10-07]
ARK Investment Management LLC Archer Aviation Inc [2025-05-14]
ARK Investment Management LLC Adaptive Biotechnologies Corp [2025-05-14]
ARK Investment Management LLC Veracyte Inc [2025-05-14]
ARK Investment Management LLC Absci Corp [2025-01-10]
View All
Firm Profile (Form ADV)
ServesRetail
Form 3/4/5 Subject 2011 - 2026
ARK Venture Fund
ARK Investment Management LLC
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tony@aum13f.com