AssetMark, Inc.

AssetMark, Inc.

AssetMark, Inc.

Date Founded



1655 Grant Street,10th floor,Concord, CA 94520-2600

Type of Company


Employees (Worldwide)



Investment Services & Portfolio Management
Accounting & Financial Services
Other Business & Consulting Services

Company Description

AssetMark relies on a number of external sources, research service providers and unaffiliated third-party portfolio strategists and investment management firms in the analysis of individual securities and in seeking out sources of information in the performance of their services. In constructing portfolio, the firm carefully select investment providers based on rigorous standards, including investment philosophy, experienced people, clearly-defined processes, and performance that reflects their philosophy. Their investment approaches include core market exposure, enhanced return focus, limit loss focus, equity alternatives, bonds and bond alternatives.

Contact Data
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Executives & Employees

President & Chief Executive Officer

Executive Vice President & Chief Financial Officer

Executive Vice President, Chief Investment Officer

Chief Operating Officer & Director

General Counsel & Director

Executive Vice President & Chief Information Officer

Chief Client Officer

Chief Commercialization Officer

Executive Vice President, Corporate Development

Senior Vice President & Chief Digital Innovation Officer

Paths to AssetMark, Inc.
Potential Connections via
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AssetMark, Inc.
Recent Transactions
Details Hidden

Huatai Securities Co., Ltd., AssetMark, Inc. purchase Global Financial Private Capital LLC

Details Hidden

Genstar Capital Management LLC, AssetMark, Inc., Aquiline Capital Partners LLC, AssetMark Financial Holdings, Inc. purchase Clark Capital Management Group, Inc. /Turnkey Asset Mgmt from Clark Capital Management Group, Inc.

Details Hidden

AssetMark, Inc. purchases AssetMark Retirement Services, Inc.

Transaction Advisors
Investment Advisor

Advised onGenworth Financial, Inc. purchases AssetMark, Inc.

Legal Advisor

Advised onGenworth Financial, Inc. purchases AssetMark, Inc.

Legal Advisor

Advised onGenworth Financial, Inc. purchases AssetMark, Inc.

Advisors & Consultants
Legal Advisor

Partner at Sullivan & Cromwell LLP

Legal Advisor

Partner at Davis Polk & Wardwell LLP


Professional at Group Gordon

Non-Profit Donations & Grants
$500 - $999
$5,000 - $10K
Non-Profit Donations & Grants Received
Details Hidden

Aquiline Capital is an active manager invests in early and growth transactions. The firm in which they invests include fintech, financial services, business services, software companies, insurance tech and enterprise tech. It has two types of strategies for providing finance as Aquiline Financial Strategy and Aquiline Technology Strategy.Aquiline Financial Strategy provides financing for the companies whose enterprise value between $50 million to $2 billion with an equity investment size ranging from $20 to $200 million. The firm takes minority and majority positions through this strategy.Aquiline Technology Strategy provides financing with an investment size ranging from $3 to $15 million. The firm takes minority stake and it also acts as lead or co-lead investor.

Details Hidden

Genstar focuses on middle market companies headquartered in North America. The firm invests in targeted segments of the healthcare, financial services, software and industrial technology industries. They partner with management teams and take control positions & serves on the boards.

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Lovell Minnick Partners focuses on investments in the global financial services sector. The firm invests in asset management, financial product distribution, insurance and securities brokerage, specialty finance, related technology and business services companies.The firm provides financing for following types of transactions: MBO's of private or public companies, ownership & recapitalizations, divestitures by financial institutions and growth capital investments to support acquisitions with an investment size ranges from $30 million to $150 million. The firm also makes co-investments.

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