Rock Canyon Capital Management

RIASEC Registered
Total AUM
$5.1M
Discretionary
$5.1M
100% of AUM
Avg account
$2.5M
Accounts
2
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
285070
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles90.77%
  • HNWI9.23%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Rock Canyon Capital Management operates as a limited partnership and is classified as a hedge fund. The firm focuses on portfolio management for both individuals and small businesses, as well as pooled investment vehicles. It caters to a diverse client base that includes individual and family investors, as well as institutional clients. The firm employs a fee structure that consists of a percentage of assets under management (AUM) along with performance-based fees. Rock Canyon Capital Management is actively involved in commodity investments, reflecting its interest in alternative investment strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 52%, Cash & Cash Equivalents 48%52%
  • Exchange Traded Equities52%
  • Cash & Cash Equivalents48%

Owners & executives

1 of 1
  • Samuel Palmer

    Samuel Palmer

    Co-Founder & CEOCRD 5963842

Contacts

1 of 1
  • Andrew Robertson

    PrincipalCRD 6698647

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth