The ROCK POINT PARTNERS is a privately held investment adviser that advises $278.51mn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. ROCK POINT PARTNERS is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 178.51% over the last 5-years.
The Group has been registered with the SEC for 4.53 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 215 N. MAIN STREET SUITE 1040, WEST BEND, WISCONSIN. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 16 employees comprised of 6 investment and 10 non-investment staff. The total number of Employees increased by 33.33% over the last 5-years.
Their $278.51mn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 11 other accounts. Assets of Investment Companies (IC) clients own $178.4mn or 64.06% of Total Assets and Individuals own $57.25mn or 20.56% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are Investment Companies (IC) and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
ROCK POINT PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.