KONARK
ASSET MANAGEMENT
AI-Powered Investment Management for Family Offices — We deliver risk-adjusted alpha through systematic, quantitative strategies built on a decade of machine learning research.
Risk-Adjusted Performance
We focus on Sharpe and Sortino ratios, targeting alpha while managing drawdowns for wealth preservation.
10+ Years of Research
AI/ML models developed since 2013, refined across bull markets, corrections, and black swan events.
Direct Ownership & Transparency
Separately managed accounts at your custodian — no commingled funds, no lock-ups, full look-through.
Performance-Aligned Fees
Lower base fees plus performance compensation above a hurdle — we only win when you do.
ABOUT KONARK ASSET MANAGEMENT
A quantitative investment adviser built for family offices seeking institutional-quality performance.
Our Story
Konark Asset Management was founded on a simple premise: sophisticated investors deserve sophisticated strategies that actually work.
Our founder spent over two decades in quantitative research and technology before launching Konark. Starting in 2013, he and his team developed AI/ML algorithms built specifically for financial markets — long before "AI" became a marketing term in asset management.
The result is not a black-box, but a disciplined, systematic framework to capture market inefficiencies while rigorously managing risk, refined across bull markets, corrections, and black swan events.
Today, Konark serves family offices seeking an alternative to traditional asset-gathering models — prioritizing risk-adjusted returns, transparency, and alignment.
Regulatory & Professional Credentials
Konark Asset Management LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Our founding principal holds a Series 65 license as an Investment Adviser Representative.
Our Investment Philosophy
Risk-Adjusted Returns Over Absolute Performance
A 20% return with a 30% drawdown is not equivalent to a 15% return with a 5% drawdown. We optimize for the latter — wealth preservation alongside growth.
Systematic Over Discretionary
Human judgment is biased; algorithms are consistent. We remove emotional decision-making by following signals over opinions.
Transparency Over Complexity
Through SMAs, every position and transaction is visible and explainable. You know what you own and why you own it.
Alignment Over Conflicts
Performance-aligned fees keep us focused on generating genuine risk-adjusted returns, not gathering assets or churning portfolios.
SEC Registered
Registered Investment Adviser with the U.S. SEC.
AI/ML Native Since 2013
Strategies designed from the ground up using advanced machine learning.
OUR INVESTMENT STRATEGY
Systematic, quantitative, and built for risk-adjusted performance.
The Konark Approach
We combine advanced machine learning with rigorous risk management to identify opportunities across global equity markets.
Proprietary clustering and neural network architectures uncover relationships that traditional factor models and simple trend-following often miss.
Our goal is not absolute performance at any cost, but the highest possible return per unit of risk taken.
Our AI/ML Methodology
Proprietary Architecture
We leverage spatiotemporal hypergraph neural networks with Hawkes attention to capture complex, non-linear relationships between securities, sectors, and regimes.
Decade of Development
Models have been iteratively refined since 2013 across market events including the 2015 China devaluation, 2018 volatility spike, 2020 COVID crash, and 2022 rate shock.
Integrated Risk Management
Position sizing, portfolio construction, and drawdown controls are embedded in the systematic framework — every signal carries a risk assessment before execution.
OUR SERVICES
Institutional-quality managed accounts designed for family offices.
Separately Managed Accounts for Family Offices
Our primary offering is discretionary investment management via SMAs. Unlike commingled funds, SMAs provide fully segregated ownership of securities at your preferred custodian.
- Direct Ownership: Securities held in your name; full control and visibility.
- Tax Efficiency: Tailored tax-loss harvesting and gain timing; no embedded gains from other investors.
- Transparency: View every position and trade, with custodian statements and quarterly reports.
- Daily Liquidity: No lock-ups, gates, or redemption restrictions.
- Customization: Accommodate ESG preferences, sector exclusions, and other constraints.
Custodian & Operations
Your assets are held at an independent, third-party custodian — never mixed with Konark's assets or other clients' funds.
Preferred Custodian: Interactive Brokers (IBKR). IBKR provides institutional-grade trading technology, real-time monitoring, and robust APIs for seamless integration with our systematic strategies.
Alternative: Fidelity Institutional. For clients with existing relationships or preferences, we also support Fidelity Institutional accounts.
Built for Sophisticated, Long-Term Capital
Our operational setup is designed for family offices and qualified investors who require institutional-quality governance, transparency, and execution.
- Institutional-grade trading and execution.
- Custom reporting and communication cadence.
- Integration with existing wealth management and family office infrastructure.
OUR TEAM
Deep expertise in quantitative finance, machine learning, and technology.
Quantitative Research Team
Our strategies are supported by a dedicated research team with expertise in machine learning, data science, and financial engineering.
Team members hold advanced degrees from institutions including:
- • Columbia University
- • Princeton University
- • Georgia Institute of Technology
- • Arizona State University
- • Delhi University
Contact Us
Let's discuss how Konark can complement your investment strategy.
info@konarkasset.com
Location
Scottsdale, Arizona
We work exclusively with family offices and sophisticated investors seeking disciplined, long-term capital management.