ROCKET CAPITAL MANAGEMENT, L.L.C.
Firm details
- Headquarters
- WAYZATA, Minnesota
- CRD number
- 128077
- Website
- www.rocketcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., RBC CAPITAL MARKETS, LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Individuals44.91%
- HNWI37.13%
- Pooled Investment Vehicles17.96%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Rocket Capital Management, L.L.C. is a small, hedge-fund–style investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm combines discretionary portfolio management with pooled investment vehicle management and publishes regular market commentary or newsletters. Its fee model includes a traditional percentage of assets under management plus performance-based fees, reflecting a structure aligned with managers that run private funds in addition to separate accounts. Investment emphasis tilts toward publicly traded equities executed through separately managed accounts and exchange-traded vehicles, while the firm also sponsors and manages a private hedge fund and allocates to a range of alternative asset strategies. Rocket Capital appears to run concentrated investment sleeves and pooled vehicles under its control, acting as sponsor, general partner and managing member where appropriate.
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
Asset composition
- Exchange Traded Equities53%
- Public Funds/Mutual Funds27%
- Cash & Cash Equivalents16%
- US Government Bonds2%
- Other2%
Contacts
2 of 2JOHN HURD
President, Senior Portfolio ManagerCRD 727132
BENJAMIN SCHEIBE
Senior Vice PresidentCRD 2565323
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WAYZATA, MN
HENNEPIN
Location
WAYZATA, MN
Headquartered in WAYZATA, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- HENNEPIN
- Address
- 319 Barry Ave S
- Time zone
- CT (UTC-6)
- Office locations
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