Rocket Capital Management, L.L.C.
Firm details
- Headquarters
- Wayzata, Minnesota
- CRD number
- 128077
- Website
- www.rocketcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., RBC CAPITAL MARKETS, LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Individuals44.91%
- HNWI37.13%
- Pooled Investment Vehicles17.96%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Rocket Capital Management, L.L.C. is an LLC that operates as a hedge-fund-style investment adviser serving both individual/family clients and institutional investors. The firm is owned by an individual and charges a mix of asset-based fees and performance-linked fees, consistent with hedge fund compensation structures. Its advisory services include discretionary portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and for businesses or institutions, and the publication of periodicals or newsletters. Rocket Capital also acts as sponsor, general partner, and managing member for pooled investment vehicles it sponsors. The firm is registered to conduct business in California, Minnesota, and Wisconsin. ESG considerations are not identified as an active part of the investment approach in the source data.
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
Asset composition
- Exchange Traded Equities47%
- Public Funds/Mutual Funds22%
- Private Funds19%
- Cash & Cash Equivalents13%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wayzata, MN
Hennepin
Location
Wayzata, MN
Headquartered in Wayzata, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 319 Barry Ave S
- Time zone
- CT (UTC-6)
- Office locations
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