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.

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

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In this episode of Rosemont Roundtable, Rosemont’s Chris Banholzer discusses the fragile state of long only, active boutique managers with colleagues Chas Burkhart and Brad Mook. The conversation digs into the struggles and failures of employee-owned boutiques,...

Lessons Learned from Boutique Asset Manager Collapses

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