Permanent Capital Partners

to Asset and Wealth Managers

Rosemont invests permanent capital in employee-owned asset and wealth management firms. Our mission is not simply to make investments but to create a limited number of successful and enduring partnerships.

In the dynamic, highly competitive investment industry, it helps to have a partner with financial stability; an indefinite horizon; significant experience, knowledge and relationships; and the ability to help you problem-solve and grow.

Year Established

Investment Partnerships

Aggregate Asset Growth

Meet Our Team

See Our History

A Legacy of Successful Partners

Over several decades, our thoughtful, specialized approach and deep relationships have fueled a number of industry success stories.

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Meet Our Partner Firms

“ Rosemont has proven to be a consistently thoughtful collaborator over almost two decades, which is why we’ve partnered with them more than once. ”

- Judy O'Connell, Champlain Investment Partners

“ Rosemont’s collaborative DNA and broad knowledge really stood out from its peers. They proved to be a great sounding board on strategy, growth opportunities, and more. ”

- Geeta Aiyer, Boston Common Asset Management

“ Rosemont was the most helpful and least interfering minority investor we found, and they’ve remained very helpful even though our formal partnership ended years ago. ”

- Phillip Cook, SouthernSun Asset Management

“ Rosemont’s guidance and support were invaluable in starting our company and then helping it grow. We consider them friends and colleagues for life. ”

- Tim Ford, Foundry Partners

“ When we sought an industry expert to lead our recapitalization in 2016, Rosemont was the clear choice. They consistently proved to be a great cultural fit and value-adding partner in many ways. ”

- Dave Fulton, Clearstead

What Can We Help You Solve For?

Ownership

Independence

Growth

See Our Investment Strategy

Rosemont roundtable Podcast

exploring the business of investment management

Latest Episode

Brad Mook Interviewed on Dakota Live! Podcast

Brad Mook recently joined Robert Morier on the Dakota Live! Podcast. They discussed how Rosemont approaches permanent capital investing in employee-owned investment firms, what makes equity transitions and partnerships with those firms succeed, and the lessons Brad...

Brad Mook Interviewed on Dakota Live! Podcast

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news + insights

Brad Mook Interviewed on Dakota Live! Podcast

ROSEMONT ANNOUNCES MINORITY INVESTMENT IN NORTHSIDE CAPITAL MANAGEMENT

Brad Mook Interviewed on Dakota Live! Podcast

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