ROCKPOINT
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 156630
- Registered since
- March 30, 2012
- Website
- rockpoint.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Robert Marz
Chief Financial OfficerCRD 8058686
Contacts
3 of 7HARRY MIDGLEY IV
Managing MemberCRD 7242353
KEITH GELB
Managing MemberCRD 2265094
DANIEL DOMB
Managing MemberCRD 4827052
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
IMPRESA MANAGEMENT LLC
RIABOSTON, MA
WHALE ROCK CAPITAL MANAGEMENT
RIABOSTON, MA
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP
RIABOSTON, MA
FIRST EAGLE ALTERNATIVE CREDIT, LLC
RIABOSTON, MA
ARCLIGHT CAPITAL PARTNERS, LLC
RIABOSTON, MA
APPLETON PARTNERS, INC.
RIABOSTON, MA