ROARING BROOK HOLDINGS LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 333337
- Registered since
- October 16, 2024
Firm profile
FINTRXOverview
Roaring Brook Holdings LLC is an SEC-registered investment adviser that operates primarily as a sponsor and general partner of pooled investment vehicles. The firm’s public profile shows an emphasis on managing closed-end private funds rather than providing traditional advisory accounts to retail or institutional advisory clients. Roaring Brook does not present itself as an active ESG investor, multi-state adviser, pension consultant or a capital allocator; instead its core activity is fund sponsorship and GP-level management. The operating model is focused on private capital deployment. The firm’s fund lineup centers on private equity and venture capital strategies, indicating a preference for controlling or minority equity positions in privately held companies and growth-stage ventures. Given the sponsor/GP role cited, the firm appears engaged in hands-on portfolio company oversight and typical GP responsibilities such as deal sourcing, structuring and governance of underlying fund investments.
Assets & Accounts
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
Contacts
2 of 2DOUGLAS BEYER
Managing PartnerCRD 6154043
ANDREW KLEEMAN
Partner, CCOCRD 7987268
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, 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
- NEW YORK
- Address
- 126 E 56th St
- Time zone
- ET (UTC-5)
- Office locations
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