CENTER ROCK CAPITAL PARTNERS, LP

RIASEC RegisteredEst. 2018
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$217M
Accounts
8
Employees
18
Advisory reps
3

Firm details

Headquarters
CHICAGO, Illinois
CRD number
291521
Registered since
January 19, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Center Rock Capital Partners, LP is organized as a limited partnership and operates as a private equity fund manager that advises pooled investment vehicles. The firm registered with the SEC in 2018 and serves an institutional client base. Its advisory role centers on portfolio management for pooled vehicles, and it functions in sponsor/G.P. and managing-member capacities for those vehicles. Fee arrangements include a percentage-of-AUM component alongside performance-based fees, consistent with private equity economics. The firm is not identified as an active ESG investor and is not designated as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • JOHN NEWMAN

    Principal, CFO & CCOCRD 2763256

Contacts

2 of 2
  • IAN KIRSON

    PartnerCRD 3153901

  • TERRY THEODORE

    PartnerCRD 6028350

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
8725 W Higgins Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth