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Building 2ROCKPOINT

Map pinBOSTON, MA
Phone617-437-8400
NotebookSEC #801-73890
Total AUM
$13B
Employees
112
Clients
39

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 BOYLSTON STREET
21ST FLOOR
BOSTON
MA 02116
United States
Operating Hours
9:00 AM-6:00 PM
Monday - Friday
Phone
617-437-8400
Other Offices
3

ReceiptFinancials

Total AUM
$13B
Accounts
39
Discretionary
$13B
Accounts
39
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
39
AUM
$13B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
REIMBURSEMENT FOR CERTAIN COSTS AND EXPENSES

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMATX

HandshakeAffiliates

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Affiliates
Reported 21 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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