ROCKFENCE INVESTMENT MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
305981
Registered since
January 10, 2020

Firm profile

FINTRX

Assets & Accounts

Rockfence Investment Management reports no retail or institutional advisory client relationships on record, showing 0 clients and an average client size of $0.00. The firm is SEC-registered (since 2020) but its business appears structured around pooled vehicles rather than traditional wrap or advisory accounts. That absence of client account counts suggests capital is primarily held inside the private funds it sponsors and manages rather than in separate advisory accounts.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • JARED FRIEDBERG

    General CounselCRD 7895691

  • WILLIAM ENGLISH

    Partner, PresidentCRD 6091560

  • CHRISTOPHER ENGLISH

    FounderCRD 2654065

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, 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
SUFFOLK
Address
10 Derne St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth