Rocket Capital Management, L.L.C.

RIAState Registered
Total AUM
$32.4M
Discretionary
$31.1M
96% of AUM
Avg account
$364K
Accounts
89
Employees
3
Advisory reps
2

Firm details

Headquarters
Wayzata, Minnesota
CRD number
128077
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

FINTRX

Overview

Rocket Capital Management, L.L.C. is an LLC that operates as a hedge-fund-style investment adviser serving both individual/family clients and institutional investors. The firm is owned by an individual and charges a mix of asset-based fees and performance-linked fees, consistent with hedge fund compensation structures. Its advisory services include discretionary portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and for businesses or institutions, and the publication of periodicals or newsletters. Rocket Capital also acts as sponsor, general partner, and managing member for pooled investment vehicles it sponsors. The firm is registered to conduct business in California, Minnesota, and Wisconsin. ESG considerations are not identified as an active part of the investment approach in the source data.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 47%, Public Funds/Mutual Funds 22%, Private Funds 19%, Cash & Cash Equivalents 13%, US Government Bonds 1%, State & Local Bonds 1%, Other 1%47%
  • Exchange Traded Equities47%
  • Public Funds/Mutual Funds22%
  • Private Funds19%
  • Cash & Cash Equivalents13%
  • US Government Bonds1%

Owners & executives

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Contacts

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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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth