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Adviser Profile

As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 11
of those in investment advisory functions 2
Registration SEC, Approved, 07/08/2022
Other registrations (1)
Former registrations

ROCKWOOD EQUITY PARTNERS LLC

AUM* 159,952,793 -18.88%
of that, discretionary 159,952,793 -18.88%
Private Fund GAV* 159,952,793
Avg Account Size 31,990,559 -18.88%
SMA’s No
Private Funds 5
Contact Info 216 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
197M 169M 141M 113M 85M 56M 28M
2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count5 GAV$159,952,793

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