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Building 2ROCKPOINT

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

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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