Institutional
    SEC Registered

    Roark Capital Management, LLC

    Registered investment advisor · Atlanta, Georgia · CRD #160368

    Assets Under Management
    $34.2B
    Client Accounts
    14
    Employees
    145
    CRD Number
    160368
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Roark Capital Management, LLC

    Roark Capital Group is a private equity firm based in Atlanta, founded in 2001 by Neal K. Aronson. The firm specializes in leveraged buyout investments in middle-market companies, focusing on those with franchise or multi-location business models. Roark manages approximately $37–$41 billion in assets and has a diverse portfolio that generates around $97 billion in annual system revenues across over 112,000 locations worldwide. The firm primarily invests in sectors such as food and restaurants,

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Roark Capital Management, LLC

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    Frequently Asked Questions

    What is Roark Capital Management, LLC's AUM?

    Roark Capital Management, LLC reports approximately $34.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Roark Capital Management, LLC headquartered?

    Roark Capital Management, LLC is headquartered in Atlanta, Georgia.

    What is Roark Capital Management, LLC's CRD number?

    Roark Capital Management, LLC's CRD number is 160368. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Roark Capital Management, LLC manage?

    Roark Capital Management, LLC manages approximately 14 client accounts according to its latest SEC filing.

    Is Roark Capital Management, LLC SEC registered?

    Yes, Roark Capital Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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