other names
Rocktop Partners, LLC offers financial services. The Company provides financial planning, risk management, and investment advisory services to trusts, partnerships, and corporations. Rocktop Partners serves customers in the United States.

Adviser Profile

Registration status Terminated
As of Date 03/02/2025
Adviser Type - Large advisory firm
Number of Employees 18 -28.00%
of those in investment advisory functions 16 60.00%
AUM* 260,467,678 -71.94%
of that, discretionary 0
Private Fund GAV* 0 -100.00%
Avg Account Size 130,233,839 -71.94%
SMA’s Yes
Private Funds 0 2
Contact Info 844 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

2B 2B 1B 1B 772M 514M 257M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary