ROSEMONT INVESTMENT PARTNERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2017
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
w cnshohocken, Pennsylvania
CRD number
290063
Registered since
September 12, 2017

Firm profile

FINTRX

Overview

Rosemont Investment Partners, LLC is a small, privately owned investment adviser organized as a limited liability company and registered with the SEC in 2017. The firm functions primarily as a sponsor and general partner, managing at least one pooled vehicle rather than building a broad roster of retail advisory relationships. It does not identify as an active ESG investor, it is not structured as a multi-state adviser, and it does not present itself as a capital allocator or pension consultant. The firm’s activity is concentrated on managing private pooled investments, with an owner-type listed as individual rather than an institutional parent.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • JR. BURKHART

    DirectorCRD 4511598

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

w cnshohocken, PA

MONTGOMERY

Location

w cnshohocken, PA

Headquartered in w cnshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
MONTGOMERY
Address
200 Barr Harbor Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth