Data / Investment advisers / Georgia / Roark Capital Management, LLC
Roark Capital Management, LLC, Atlanta, GA: $34.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Roark Capital Management, LLC is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $34.2 billion in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 14 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 160368
- SEC file number
- 801-73653
- SEC status
- Approved, effective March 15, 2012
- Main office
- 1180 Peachtree Street Ne Suite 2500, Atlanta, GA 30309
- Phone
- (404) 591-5200
- Website
- roarkcapital.com
- Regulatory AUM
- $34,177,087,625 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $34,177,087,625
- Accounts
- 14
- Employees
- 145, of which 104 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 14: 14 private equity funds
- Gross assets of private funds
- $34,177,087,625
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 14 | $34.18 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $34.18 billion | March 31, 2026 |
| December 1, 2025 | $32.56 billion | March 28, 2025 |
Other advisers in Atlanta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Invesco Advisers, Inc. | Atlanta | $749.52 billion | 30 | adviserinfo.sec.gov |
| Truist Advisory Services, Inc. | Atlanta | $77.39 billion | Not listed | adviserinfo.sec.gov |
| Earnest Partners, LLC | Atlanta | $42.61 billion | 6 | adviserinfo.sec.gov |
| Voya Investment Management LLC | Atlanta | $38.77 billion | Not listed | adviserinfo.sec.gov |
| HB Wealth | Atlanta | $30.16 billion | 24 | adviserinfo.sec.gov |
| Atlanta Capital | Atlanta | $28.64 billion | Not listed | adviserinfo.sec.gov |
| Osaic Advisory Services, LLC | Atlanta | $15.48 billion | Not listed | adviserinfo.sec.gov |
| Ira Group, Inc. | Atlanta | $15.42 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Atlanta, GA
- Investment advisers in Georgia
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Roark Capital Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.