Rockhouse Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 152806
- Website
- rockhousecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI65.92%
- Individuals34.08%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Rockhouse Capital, LLC is an independent, owner-operated registered investment adviser organized as an LLC that provides fee-based portfolio management primarily to individuals, families and small businesses. The firm charges clients a percentage of assets under management and focuses on discretionary portfolio oversight rather than acting as a capital allocator or pension consultant. Rockhouse does not identify as an active ESG investor and is not listed as a multistate adviser. Advisory activity centers on managing individual and small-business portfolios, with investment decisions executed on a discretionary basis. The firm reports working with a relatively concentrated client base and appears to favor liquid, equity-oriented exposures at the portfolio level.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities85%
- Other7%
- US Government Bonds5%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Contacts
1 of 1
Terence Kaufmann
Founder & PresidentCRD 3055388
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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