ROCKWOOD EQUITY PARTNERS LLC
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 163846
- Registered since
- July 8, 2022
- Website
- www.rockwoodequity.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Rockwood Equity Partners LLC is a private equity manager that runs pooled investment vehicles for institutional clients. The firm is organized as a limited liability company and registered with the SEC in 2022. Its primary activity is serving as sponsor, general partner and managing member of private funds, executing portfolio management for those pooled vehicles rather than acting as a third‑party capital allocator. Fee arrangements combine a percentage of assets under management with performance‑based compensation consistent with private equity economics. Investment activity centers on private equity strategies; Rockwood Equity Partners structures and manages multiple private funds and holds discretionary authority over those pooled vehicles. The firm does not identify as an active ESG investor and is structured to serve a small institutional client base rather than broad retail distribution.
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
Contacts
2 of 2H MERRILL
Managing PartnerCRD 3250387
BRETT KEITH
Managing PartnerCRD 6050474
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DENVER, CO
DENVER
Location
DENVER, CO
Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- DENVER
- Address
- 255 Clayton St
- Time zone
- MT (UTC-7)
- Office locations
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