ROSEMONT INVESTMENT PARTNERS, LLC
Firm details
- Headquarters
- w cnshohocken, Pennsylvania
- CRD number
- 290063
- Registered since
- September 12, 2017
Firm profile
FINTRXOverview
Rosemont Investment Partners, LLC is a small, privately owned investment adviser organized as a limited liability company and registered with the SEC in 2017. The firm functions primarily as a sponsor and general partner, managing at least one pooled vehicle rather than building a broad roster of retail advisory relationships. It does not identify as an active ESG investor, it is not structured as a multi-state adviser, and it does not present itself as a capital allocator or pension consultant. The firm’s activity is concentrated on managing private pooled investments, with an owner-type listed as individual rather than an institutional parent.
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
1 of 1JR. BURKHART
DirectorCRD 4511598
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
w cnshohocken, PA
MONTGOMERY
Location
w cnshohocken, PA
Headquartered in w cnshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- MONTGOMERY
- Address
- 200 Barr Harbor Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
SAGONA CAPITAL, INC.
Exempt Reporting AdvisorPHILADELPHIA, PA
HIGH STREET CAPITAL, LLC
Exempt Reporting AdvisorBRADFORD, PA
ORCHESTRA MEDICAL VENTURES, LLC
Exempt Reporting AdvisorNEW HOPE, PA
MISSIONOG
Exempt Reporting AdvisorPHILADELPHIA, PA
POWER OF 32 SITE DEVELOPMENT FUND, LLC
Exempt Reporting AdvisorPITTSBURGH, PA
PROTEA ASSET MANAGEMENT LLC
Exempt Reporting AdvisorPHILADELPHIA, PA