ROC360 ADVISORS LLC

Overview

Roc360 Advisors LLC is an SEC-registered investment adviser organized as an LLC that provides portfolio management for pooled investment vehicles, with a client focus on institutional investors. The firm functions primarily as a manager and sponsor of private pooled vehicles—acting as sponsor, general partner and managing member on those vehicles—and maintains industry ties to an insurance company and a real estate broker. Its fee model combines a percentage-of-AUM structure with performance-based fees, reflecting an active manager role in pooled funds rather than a passive allocator role. Investment activity centers on real estate-related strategies and pooled private funds. The firm is not identified as an active ESG investor. Because Roc360’s business model emphasizes managing and sponsoring pooled vehicles, its investment posture is oriented toward structuring and operating private investment programs rather than acting solely as an allocator to broad lists of external managers.

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Location & Offices