LIME ROCK

RIASEC RegisteredEst. 2012
Total AUM
$5.5B
Discretionary
$5.5B
100% of AUM
Avg account
$238M
Accounts
23
Employees
198
Advisory reps
8

Firm details

Headquarters
WESTPORT, Connecticut
CRD number
157127
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Lime Rock is a limited partnership that registered with the SEC in 2012 and operates as a hybrid manager combining hedge fund and private equity activities. It targets institutional clients and serves primarily as the portfolio manager and sponsor for pooled investment vehicles. The firm charges a mix of asset-based and performance fees and reports that it incorporates ESG considerations into its investment process. Lime Rock also functions in sponsor and general partner roles for the funds it manages.

Assets & Accounts

Investments & Alternatives

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

3 of 4
  • ERIC MULLINS

    Co-Founder, Chairman & CEOCRD 2088585

  • JEFFREY SCOFIELD

    Managing Director and Chief Operating OfficerCRD 4319556

  • JASON MCLANE

    Managing Director, Chief Investment OfficerCRD 6749358

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Contacts

3 of 4
  • MARK MCCALL

    Managing DirectorCRD 2657219

  • JOHN REYNOLDS

    Co-Founder and Managing DirectorCRD 2285502

  • JONATHAN FARBER

    Co-Founder and Managing DirectorCRD 2130092

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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

WESTPORT, CT

FAIRFIELD

Location

WESTPORT, CT

Headquartered in WESTPORT, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
274 Riverside Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth