ROCKWOOD EQUITY PARTNERS LLC

RIASEC RegisteredEst. 2022
Total AUM
$190M
Discretionary
$190M
100% of AUM
Avg account
$31.6M
Accounts
6
Employees
13
Advisory reps
2

Firm details

Headquarters
DENVER, Colorado
CRD number
163846
Registered since
July 8, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Rockwood Equity Partners LLC is a private equity manager that runs pooled investment vehicles for institutional clients. The firm is organized as a limited liability company and registered with the SEC in 2022. Its primary activity is serving as sponsor, general partner and managing member of private funds, executing portfolio management for those pooled vehicles rather than acting as a third‑party capital allocator. Fee arrangements combine a percentage of assets under management with performance‑based compensation consistent with private equity economics. Investment activity centers on private equity strategies; Rockwood Equity Partners structures and manages multiple private funds and holds discretionary authority over those pooled vehicles. The firm does not identify as an active ESG investor and is structured to serve a small institutional client base rather than broad retail distribution.

Assets & 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

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Client base

Client personas

Contacts

2 of 2
  • H MERRILL

    Managing PartnerCRD 3250387

  • BRETT KEITH

    Managing PartnerCRD 6050474

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
255 Clayton St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth