Clark Capital Management Group
Overview
Clark Capital Management Group is an independent asset management firm offering a range of investment strategies and solutions. Founded in 1986, the firm has been entrusted with over $46 billion in discretionary assets under management and non-discretionary assets as of December 31, 2025. Their investment philosophy focuses on adding value for clients through meaningful diversification, opportunistic asset allocation, and personalized risk management. The firm provides custom multi-asset-class solutions, proprietary model portfolios, and mutual funds to financial advisors and their clients. These investment strategies are supported by a dedicated high-net-worth service team, delivering personalized guidance and acting as an extension of advisors’ practices. Clark Capital's commitment to financial advisors and their clients is evident in their recognition as a 2024 Best Place to Work by the Philadelphia Business Journal. In January 2026, Raymond James announced an agreement to acquire Clark Capital Management Group. Following the closing of the acquisition, expected by the third calendar quarter of 2026, Clark Capital will maintain its brand and become an independent boutique investment manager within Raymond James Investment Management. This partnership aims to enhance product and service innovation, advisor support, and the client experience, leveraging Raymond James' scale, resources, and distribution capabilities to support Clark Capital's long-term growth.
Investment Focus
- Accredited investors only
- Compliance with applicable securities regulations
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Clark Capital Management Group
What sectors does Clark Capital Management Group invest in?
Clark Capital Management Group invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Philadelphia, United States. Clark Capital Management Group is listed as a institutional investor in the ConnectSafely investor database.
What stage does Clark Capital Management Group invest at?
Clark Capital Management Group backs companies at Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does Clark Capital Management Group invest in?
Clark Capital Management Group invests across United States.
What companies has Clark Capital Management Group invested in?
Clark Capital Management Group's portfolio includes Allergan, Dish Network and PG&E.
How do I contact Clark Capital Management Group?
Clark Capital Management Group's contact details — including phone — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database