Clients
Roark Capital Management serves 14 clients. The average client has about $2.44 billion with the firm.
- Pooled investment vehicles14 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 14 | $34,177,087,625 | 100.0% | $2.44B |
| Total | 14 | $34,177,087,625 | 100% | $2.44B |
- Clients
- 14
- Regulatory AUM
- $34,177,087,625
- Share
- 100.0%
- Avg. per client
- $2.44B
Total
- Clients
- 14
- Regulatory AUM
- $34,177,087,625
- Share
- 100%
- Avg. per client
- $2.44B
What it does
Roark Capital Management provides portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.
Roark Capital Management provided financial planning to 0 clients last fiscal year and advises 14 private funds.
100.0% of assets ($34.18B across 14 accounts) are managed with discretion. 43% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Roark Capital Management has custody of client assets.
- All other custodians$34.18B100%
Ownership and leadership
RCM Manager LLC owns 75% or more of Roark Capital Management.
- Owns 75% or more of Roark Capital Management, LLC
RCM Manager LLC
Control person · since January 2015
- Owns 75% or more of RCM Manager LLC
Neal Aronson
Control person · since January 2015
Leadership
- Wesley LeeChief Financial Officer
- Louis MatthewsChief Compliance Officer and Associate General Counsel
- Stephen AronsonManaging Director and General Counsel
Staff
- 145 employees
- 104 in advisory functions
Fees
Roark Capital Management is paid through a percentage of assets under management and performance-based fees.
Roark Capital Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Roark Capital Management has 0 offices, with 1 listed address in 1 state.
Georgia · 1 listed address
- 1180 Peachtree Street Ne, Suite 2500, AtlantaHQ
Other business names
Roark Capital Management has reported 1 other business name to the SEC.
- Roark Capital Cayman Management, L.P.
Registration details
- Legal name
- Roark Capital Management, LLC
- Headquarters
- 1180 Peachtree Street Ne, Suite 2500, Atlanta, GA 30309-3521
- Phone
- 404-591-5200
- Website
- www.roarkcapital.com
- SEC file
- 801-73653
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Roark Capital Management have?
Roark Capital Management has 14 clients and manages $34.2 billion for them, as of March 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Roark Capital Management offer?
Roark Capital Management provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Roark Capital Management have?
Roark Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 145 employees, and 104 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Roark Capital Management?
Roark Capital Management is owned through a holding company by Neal Aronson. Its direct owner is RCM Manager LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Roark Capital Management get paid?
Roark Capital Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file