ROC Partners (US) LLC
Firm details
- Headquarters
- New York, New York
- 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 a limited liability company operating as an institutional registered investment adviser. The firm is registered with the SEC (registration year 2024) and identifies its primary clients as institutional investors. ROC Partners focuses its advisory work on portfolio management for pooled investment vehicles and lists roles that include sponsor, general partner, or managing member of such vehicles. Ownership is reported as a combination of a foreign entity and an individual. The firm does not characterize itself as an active ESG investor and reports a nonstandard fee structure labeled as "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
Michael Lukin
PartnerCRD 5649529
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 230 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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