Bright Rock Capital Management LLC
Firm details
- Headquarters
- Hanover, Massachusetts
- CRD number
- 152820
- Registered since
- February 18, 2010
- Website
- www.brightrockcap.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Bright Rock Capital Management LLC is an institutional RIA organized as an LLC and registered with the SEC since 2010. It serves primarily institutional clients and charges fees as a percentage of assets under management. The firm performs portfolio management for investment companies and also engages in broker-dealer activities: it is registered as a broker-dealer/registered representative and lists insurance-broker and banking activities among its business lines. Bright Rock is not flagged as an active ESG investor, is not a multi-state adviser, and is not designated as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
David Smith
Managing Director, Chief Investment OfficerCRD 2079844
Contacts
3 of 4
Douglas Butler
Senior Vice President, Director of ResearchCRD 2238791
Garth O'leary
AVPCRD 2923859
Luca Pirondini
Research AnalystCRD 7564663
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$5.7M in ETFs
100%
$5.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES US ENERGY ETF (IYE) | BlackRock | Passive | Equity Energy | $5.7M | 100,000 | 100.00% |
Location
Hanover, MA
Plymouth
Location
Hanover, MA
Headquartered in Hanover, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Plymouth
- Address
- 2036 Washington St
- Time zone
- ET (UTC-5)
- Office locations
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