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Process driven.

Results oriented.

Through an average of 25-plus years of experience, our portfolio managers have gained the wisdom to distinguish true opportunities.  The long-term performance of our family of portfolios justifies our clients' faith in CastleArk Management's principles and process.

CastleArk Management

CastleArk Management is a registered investment advisor founded in Chicago in 1999 by Jerry Castellini and Ed Clark.

Our mission is to provide clients with proven investment strategies designed to generate returns in excess of risk. Our equity investment strategies include Large Cap Growth, Small Company Growth, Master Limited Partnerships, and Global Energy.

CastleArk was founded with the belief that portfolio managers should focus on maximizing performance for our clients.

Experience has shown us that once a manager’s assets exceed a certain level, liquidity requirements often force a change in the investment style. The unintended consequence is that portfolio managers may be forced to alter a successful, asset-attracting investment strategy. Because we are dedicated to maintaining the integrity of CastleArk's investment processes, we have established predetermined caps on assets under management for each strategy.

By focusing on the quality of our portfolios, rather than the size of our client base, CastleArk Management targets only the best investment opportunities while maintaining the highest level of client service.

CastleArk is a small investment manager with a large firm support system.  Our firm consists of 28 employees of which 14 are portfolio managers or investment analysts.  The others include experienced teams of trading, operations, compliance, and sales & marketing personnel, all dedicated to providing exceptional client service.


White Paper:  "The Next Up-Cycle for Active Growth Management"



Contact Us

1 North Wacker Drive
Suite 3950
Chicago, IL  60606
Fax: 312-456-9690