CastleArk Management LLC

CastleArk Management LLC

CastleArk Management LLC

Date Founded




Type of Company


Employees (Worldwide)



Investment Services & Portfolio Management

Company Description

CastleArk Management specializes in the management of equity growth strategies that are are designed to generate superior returns over time. The goal of all of the firm's investment strategies is to out-perform market benchmark returns over time. CastleArk manages portfolios for and offers investment advisory services to institutional investors, for U.S. and non-U.S. equity strategies. The firm manages diversified growth investment styles and also energy sector and energy sub-sector strategies. Diversified growth equity strategies include U.S. large-cap, mid cap, SMID-cap and small-cap growth and international small cap growth, plus a U.S. all-cap growth strategy that employs all of their U.S. growth strategies. CastleArk also manages separate energy sector strategies. In addition, the manage fixed income portfolios with a core bond strategy, plus a balanced strategy, which combines U.S. growth equity and core bond strategies.

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Executives & Employees


General Counsel

Chief Compliance Officer

Vice President, Portfolio Manager

Vice President, Portfolio Manager, Principal

Vice President, Portfolio Manager, Principal

Vice President, Portfolio Manager, Principal

Vice President, Portfolio Manager

Vice President, Co-Portfolio Manager & Research Analyst

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Advisors & Consultants

Ernst & Young LLP engages in the provision of assurance, tax, transactions, and advisory services. It offers audit, business risk, technology, security risk, and human capital services. The company was founded by Arthur Young and Alwin C. Ernst in 1989 and is headquartered in New York, NY.


SURS is invested across asset classes including US and non-US equities, fixed-income, real estate and alternative assets. Their largest holdings include General Electric Co, Microsoft, Pfizer, Inc. and Exxon Mobile Corp.

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