ROC Partners (US) LLC
Firm details
- Headquarters
- Sydney, New South Wales,
- CRD number
- 333044
- Registered since
- October 28, 2024
- Fee structure
- Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
ROC Partners (US) LLC is an SEC-registered institutional registered investment adviser organized as a limited liability company. The firm registered with the SEC in 2024 and reports ownership that involves both a foreign entity and an individual. ROC Partners (US) identifies its client base as institutional and lists portfolio management for pooled investment vehicles as its primary advisory activity. It also reports affiliations consistent with acting as a sponsor, general partner or managing member of pooled vehicles and with roles similar to a CPO/CTA. The firm does not describe itself as an active ESG investor, does not identify as a capital allocator, and indicates a non-standard fee structure (“Other”).
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
3 of 5
Ronald Heinz
PrincipalCRD 7143423
Lance Zarb
Managing PartnerCRD 6495720
Bradley Mytton
Managing PartnerCRD 7816947
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sydney, New South Wales, null
Location
Sydney, New South Wales, null
Headquartered in Sydney, New South Wales, null.
- Address
- Level 4
- Office locations
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