Bright Rock Capital Management LLC
Firm details
- Headquarters
- Hanover, Massachusetts
- CRD number
- 152820
- Registered since
- February 18, 2010
- Website
- www.brightrockcap.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Bright Rock Capital Management LLC is an institutional registered investment adviser focused on managing portfolios for institutional clients and investment companies. The firm is SEC-registered (2010) and operates as a limited liability company. Its revenue model is fee-based, charging a percentage of assets under management. In addition to advisory services, the firm maintains broker-dealer, registered representative, insurance brokerage and banking activities, reflecting a multi-faceted financial services footprint tied to institutional relationships. Bright Rock does not identify as an active ESG investor and is not structured as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
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
Owners & executives
1 of 1
David Smith
Managing Director, Chief Investment OfficerCRD 2079844
Contacts
3 of 4
Douglas Butler
Senior Vice President, Director of ResearchCRD 2238791
Garth O'leary
AVPCRD 2923859
Shauna Haglof
Compliance OfficerCRD 7346197
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$6.5M in ETFs
100%
$6.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES US ENERGY ETF (IYE) | BlackRock | Passive | Equity Energy | $6.5M | 100,000 | 100.00% |
Location
Hanover, MA
Plymouth
Location
Hanover, MA
Headquartered in Hanover, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Plymouth
- Address
- 2036 Washington St
- Time zone
- ET (UTC-5)
- Office locations
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