Arkhouse

Arkhouse advises and manages pooled private funds (the Arkhouse Value Funds) and, as of December 31, 2025, reported approximately $122.85 million in discretionary assets under management. The Firm does not manage individual advisory accounts and provides discretionary portfolio management to its fund clients.

The Firm’s investment approach centers on identifying value dislocations between public and private markets by screening publicly traded companies and conducting private‑market analysis on candidates that pass initial screens. Arkhouse may pursue active shareholder engagement — including proxy contests and seeking board representation — and a Fund’s portfolio may be concentrated, at times holding a single security that meets the Firm’s criteria.

Arkhouse’s brochure discloses that it advertises predecessor performance, a practice that is relatively uncommon among pooled‑vehicle managers and may be material to how prospective investors assess past results. The brochure also highlights other notable features: a formal soft‑dollar arrangement with Piper Sandler, the use of third‑party placement agents with revenue sharing for referrals, and the availability of side letters that can provide certain investors more frequent or detailed reporting.