other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 123 16.04%
of those in investment advisory functions 87 3.57%
Registration SEC, Approved, 03/15/2012
AUM* 31,927,560,154 4.59%
of that, discretionary 31,927,560,154 4.59%
Private Fund GAV* 31,927,560,154 4.59%
Avg Account Size 2,280,540,011 19.53%
SMA’s No
Private Funds 14 2
Contact Info 404 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
31B 26B 22B 17B 13B 9B 4B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count14 GAV$31,927,560,154

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser GTCR LLC Hedge Fund- Liquidity Fund- Private Equity Fund39.9b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV39.9b AUM39.9b #Funds35
Adviser SUMMIT PARTNERS, L.P. Hedge Fund- Liquidity Fund- Private Equity Fund34.7b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV34.7b AUM34.7b #Funds76
Adviser NEW MOUNTAIN CAPITAL, LLC Hedge Fund- Liquidity Fund- Private Equity Fund22.9b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV22.9b AUM27.3b #Funds9
Adviser TRUSTAGE INVESTMENT MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund2.4b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV2.4b AUM35.5b #Funds6
Adviser MACQUARIE INFRASTRUCTURE PARTNERS Hedge Fund- Liquidity Fund- Private Equity Fund26.6b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV26.6b AUM32.7b #Funds47
Adviser BC PARTNERS ADVISORS L.P. Hedge Fund- Liquidity Fund- Private Equity Fund2.2b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV2.2b AUM25.2b #Funds8
Adviser GENSTAR CAPITAL Hedge Fund- Liquidity Fund- Private Equity Fund48.6b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV48.6b AUM48.6b #Funds32
Adviser STEPSTONE GROUP REAL ASSETS LP Hedge Fund5.4b Liquidity Fund- Private Equity Fund16.1b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV21.5b AUM26.3b #Funds35
Adviser TJC LP Hedge Fund- Liquidity Fund- Private Equity Fund30.3b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV30.3b AUM30.1b #Funds39
Adviser AMERICAN SECURITIES LLC Hedge Fund- Liquidity Fund- Private Equity Fund21.2b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV21.2b AUM21.2b #Funds18

Brochure Summary

Overview

RCM is an investment adviser organized as a limited liability company under the laws of the State of Delaware. Neal K. Aronson, managing partner of RCM (the “Managing Partner”), founded Roark Capital Group in 2001. RCM is wholly-owned by RCM Manager LLC, of which Neal Aronson is the Managing Member and controlling owner. RCM employs the entire RCM team and provides consulting and advisory services to the Funds (as defined below) and their portfolio companies. The investment activities of RCM are led by the Managing Partner and RCM’s investment committee (the “Investment Committee”). Neal K. Aronson, Stephen D. Aronson, Roanne Daniels, Dennis Gies, Paul D. Ginsberg, Clayton D. Harmon, Geoff A. Hill, Kevin Hofmann, Erik O. Morris, Steven M. Romaniello, Anthony P. Scotto, Michael Sharkey, Gregory D. Smith, Sarah Spiegel, Michael R. Thompson, and David Wierman comprise all of the members of RCM’s Investment Committee. RCM employs a number of other investment professionals who help RCM execute its investment strategy. RCM’s Chief Compliance Officer is Louis J. Matthews. As of March 29, 2024, RCM serves as an investment manager and provides discretionary advisory services to fourteen (14) privately offered investment funds (together with any related parallel funds and related alternative investment vehicles a “Fund,” and collectively, the “Funds”) and RCM or its affiliates serve as the general partner or managing member of co-investment vehicles (each, a “Co- investment Vehicle” and which, for the avoidance of doubt, are included in the definition of “Funds” to the extent applicable). With respect to a Fund that is an alternative investment vehicle, an affiliate of RCM may serve as the direct investment manager of such Fund. Within each Fund structure is a designated general partner that is an affiliate of RCM (the “General Partner(s)”). Unless and only to the extent that the context otherwise requires, references to RCM includes the General Partner(s) and any affiliate of RCM that serves as the direct investment manager of a Fund that is an alternative investment vehicle. The Funds are organized to make equity and equity-related investments primarily
in companies that have substantial operations, business or customers in North America. Equity investments will typically range from $50 million to $1 billion and more, with larger transactions occasionally involving equity co-investments by Co-investment Vehicles. The Funds primarily invest in industries where the senior members of its investment team have operating and principal investing experience, such as franchising/multi-location, consumer products and services, and business services. As of December 31, 2023, RCM managed $31,927,560,154 of invested capital and uncalled capital commitments on behalf of the Funds (excluding the Co-investment Vehicles), all of which is managed on a discretionary basis. As of December 31, 2023, RCM does not manage any Fund assets on a non-discretionary basis. In providing services to the Funds, RCM formulates each Fund’s investment objectives, directs and manages the investment of each Fund’s assets, and provides reports to investors. Investment advice is provided directly to the Funds and not individually to the limited partners of the Funds (the “Limited Partners”). RCM manages the assets of the Funds in accordance with the terms of each Fund’s partnership agreement and other applicable governing documents. A Fund’s partnership agreement and its other applicable governing documents are referred to herein as the “Governing Fund Documents”. All material terms (including any restrictions on investments in certain securities or types of securities) are generally established at the time of the formation of a Fund, but may be amended from time to time in accordance with the terms of the Governing Fund Documents. Limited partnership interests in the Funds are not registered under the U.S. Securities Act of 1933, as amended (the “Securities Act”), and the Funds are not registered under the Investment Company Act of 1940, as amended (the “Investment Company Act”). Accordingly, interests in the Funds are offered and sold exclusively to investors satisfying the applicable eligibility and suitability requirements, either in private transactions within the United States or in offshore transactions.