ROCKWOOD CAPITAL, LLC

RIASEC RegisteredEst. 2012

Total AUM

$10.6B

Discretionary

$6.5B

61% of AUM

Avg account

$295M

Accounts

36

Employees

65

Advisory reps

7

Firm details

Headquarters: New York, New York
CRD number: 156663
Registered since: March 30, 2012
Website: www.rockwoodcap.com
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Rockwood Capital, LLC is a privately held real estate fund manager organized as an LLC and registered with the SEC since 2012. The firm serves institutional clients and focuses on managing pooled investment vehicles; it also acts as a sponsor/GP and managing member of those vehicles. Ownership is a mix of domestic entities and individuals. Its fee arrangements include percentage-of-AUM fees, fixed fees, and performance-based fees. Rockwood identifies as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

2 of 2

CHRISTOPHER MERRILL
Co-Founder, Chairman & CEOCRD 4555201
MARTI BREIER
Partner, General Counsel and Chief Compliance OfficerCRD 7529249

Contacts

3 of 5

JACLYN CHOU
Executive Director, Financial OperationsCRD 6927236
TYSON SKILLINGS
Managing PartnerCRD 6317812
JAY HENNICK
CRD 7587762

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: NEW YORK
Address: 140 E 45th St
Time zone: ET (UTC-5)
Office locations

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