Multi-Family OfficeRIA · CRD 310539SEC-Registered

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Ark Financial

Ark Financial was established in 2010 by David Bull and Jeffrey Edward Socha. The firm grew from the founders’ prior work advising business owners and now...

Ark Financial logo

Ark Financial

Ark Financial was established in 2010 by David Bull and Jeffrey Edward Socha. The firm grew from the founders’ prior work advising business owners and now functions as a multi-family office focused on long-term wealth stewardship. The firm allocates across venture capital, private equity, commodities, fund-of-funds vehicles, and real estate. Positions include hotel developments in the United States, digital assets, life settlements, and gold and precious metals. All activity remains within North America. David Bull created the Family Office Operating System to structure client engagements. The team comprises five named professionals. No additional offices are recorded. David Bull and Jeffrey Edward Socha have participated in the Genius Network and Entrepreneur’s Organization. moat_notes: Coverage limited to internal research estimates; no external publications or detailed deal flow available.

General information

Firm type

Multi Family Office

Year founded

2010

AUM

191 (Altss estimate)

Location

Region

North America

Country

United States

City

Austin

Corporate office

Austin, Texas, United States

Principals

David Bull

Founder and CEO

Matt Goff

Chief Investment Officer

Chris DeLeenheer

Head of M&A Practice

Altss tracks 2 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.

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Sector focus

Venture CapitalPrivate EquityReal Estate

Frequently asked questions

Who runs investment decisions at Ark Financial?

Matt Goff serves as Chief Investment Officer. David Bull sets overall direction as Founder and CEO.

Does Ark Financial participate in fund commitments or only direct deals?

The firm uses both fund-of-funds commitments and direct positions in real assets and private equity.

What investment stages does Ark Financial typically target?

Confirmed activity centers on venture capital and private equity stages.

Where does the underlying wealth come from?

The firm originated from the founders’ advisory work with entrepreneurs and business owners.

How is Ark Financial related to Ark Wealth Management?

Matt Goff holds the CIO title at Ark Wealth Management, indicating operational overlap between the entities.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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