Rockside Investments LLC
Firm details
- Headquarters
- ,
- CRD number
- 310511
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI71.2%
- Individuals28.8%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Rockside Investments LLC is a small, privately owned limited liability company that provides discretionary portfolio management to individuals, families and small businesses, and also works with business and institutional clients. Its stated advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm charges both a percentage-of-AUM fee and performance-based fees. Rockside identifies as a non-ESG investor and does not report being a multi-state adviser.
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 Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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