ROCKPOINT

RIASEC RegisteredEst. 2012
Total AUM
$13B
Discretionary
$13B
100% of AUM
Avg account
$334M
Accounts
39
Employees
112
Advisory reps
8

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
156630
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Rockpoint operates as a limited liability company focused on sponsoring and managing pooled real estate investment vehicles for institutional clients. The firm is SEC-registered (since 2012) and functions as sponsor, general partner and managing member on its funds, providing portfolio management for pooled investment vehicles rather than individual advisory relationships. Fee arrangements combine a percentage-of-AUM component with performance-based fees and other fee types. Rockpoint identifies as a domestic entity/individual-owned firm and does not position itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

1 of 1
  • Robert Marz

    Chief Financial OfficerCRD 8058686

Contacts

3 of 7
  • HARRY MIDGLEY IV

    Managing MemberCRD 7242353

  • KEITH GELB

    Managing MemberCRD 2265094

  • DANIEL DOMB

    Managing MemberCRD 4827052

Unlock 4 more contacts

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

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
500 Boylston St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth