# CastleArk Management

CastleArk Management is an Asset Manager based in Chicago, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Chicago, United States
- **Region:** North America
- **Address:** Chicago, IL, United States
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** castleark.com

## Regulatory record

- **CRD number:** 109587
- **SEC file number:** 801-56239
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/109587

## About

CASTLEARK MANAGEMENT LLC is an SEC-registered investment adviser in CHICAGO, IL, registered since 1999. The firm manages approximately $4.6 billion in assets. It has 28 employees and 18 investment advisers.

## Sectors

- Energy
- Healthcare Services
- Industrials

## People

- Jerry Castellini — President, Chief Investment Officer
- Robert Takazawa — Portfolio Manager

## Questions

### What is CastleArk's investment style?

CastleArk runs high-conviction, concentrated equity portfolios focused primarily on small-to-mid-cap companies in the energy and healthcare sectors. The firm takes large, often multi-year positions and is frequently a top shareholder in its holdings. This approach departs from widely diversified, index-aware strategies in favor of deep fundamental research on a limited number of names.

### Which sectors does CastleArk explicitly avoid?

CastleArk's primary focus is limited to energy and healthcare equities, which means the firm has historically avoided material allocations to technology, financials, consumer discretionary, and other major GICS sectors. Its research process is not built for generalist coverage, and the concentrated portfolio structure effectively screens out most of the market by design.

### How is CastleArk's energy strategy exposed to commodity prices?

While CastleArk invests in publicly traded exploration and production companies (historically including Callon Petroleum and Magnolia Oil & Gas), its exposure to commodity prices is indirect through equity positions. The firm's research focuses on finding undervalued operators with quality acreage and strong management, rather than taking directional views on oil or gas prices themselves.

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Last updated: 2026-06-03T20:00:00.000Z

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