News & Events

Portfolio 03.09.2021

Rosemont Agrees to Sell
Interest in Litman Gregory

CONSHOHOCKEN, PA, March 9, 2021 – Rosemont, a private investor in employee-owned asset and wealth management firms, announces it has entered a definitive agreement to sell Rosemont Partners III, LP’s minority equity interest in Litman Gregory to iM Global Partner.... read more

Portfolio 02.01.2021

Rosemont Sells Interest In
Boston Common Asset Management

CONSHOHOCKEN, PA, February 1, 2021 – Rosemont, a private investor in employee-owned asset and wealth management firms, announces the sale of Rosemont Partners III, LP’s minority equity interest in Boston Common Asset Management, LLC. Rosemont’s interest was... read more

Portfolio 09.19.2019

Rosemont Investment Group Acquires Minority Interest in
1607 Capital Partners

CONSHOHOCKEN, PA, September 19, 2019 – Rosemont Investment Group, LLC, a permanent capital investor in asset and wealth management firms, is pleased to announce the signing of a definitive agreement to acquire a minority equity interest in 1607 Capital Partners, LLC.... read more

Corporate 03.04.2019

Rosemont Investment Group Welcomes Brad Mook
as Managing Director

CONSHOHOCKEN, PA, March 4, 2019 – Rosemont Investment Group, LLC is pleased to announce that Brad Mook has joined Rosemont as Managing Director, and head of due diligence, financial modeling, and research. His responsibilities will include sourcing, evaluating, and... read more

Corporate 06.04.2018

Markel Announces
Rosemont Partnership

RICHMOND, VA, June 4, 2018 — Markel Corporation (“Markel”) (NYSE: MKL) and Chas Burkhart announced today the formation of Rosemont Investment Group, LLC, (“Rosemont”), a company established to provide permanent capital solutions to asset and wealth management firms.... read more

Portfolio 12.28.2017

Rosemont Investment Partners supports recapitalization of Martingale Asset Management

CONSHOHOCKEN, PA, December 28, 2017 – Rosemont Investment Partners, LLC, a specialist private investor in the asset and wealth management communities, is pleased to announce that it has made a 20% equity investment in Martingale Asset Management, L.P. as a Limited... read more

Portfolio 03.31.2017

Rosemont Investment Partners supports management-led recapitalization of Hartland & Co., investing alongside significant number of employees

CLEVELAND, OH, March 31, 2017 – Hartland & Co., LLC (“Hartland”), a Cleveland-based institutional and wealth advisory firm, is pleased to announce that Rosemont Investment Partners, LLC (“Rosemont”) will assume a minority stake as part of a management-led... read more

Portfolio 10.31.2016

Rosemont Investment Partners
to facilitate broadening
employee ownership at
Boston Common Asset Management

BOSTON, MA, October 31, 2016 – Boston Common Asset Management, LLC (“Boston Common”), a pioneer in global sustainable investing, is pleased to announce that Rosemont Investment Partners, LLC (“Rosemont”) will assume a minority stake in the firm alongside employees to... read more

Portfolio 09.06.2016

Rosemont Investment Partners makes investment in Wilbanks Smith & Thomas

CONSHOHOCKEN, PA and NORFOLK, VA, September 6, 2016 – Rosemont Investment Partners, LLC (Rosemont) and Wilbanks Smith & Thomas Asset Management, LLC (WST) are pleased to announce that, effective September 1, Rosemont assumed a minority stake in the... read more

Portfolio 07.08.2013

Silk Invest Limited announces partnership with Rosemont Investment Partners to further scale up its business

LONDON, ENGLAND and CONSHOHOCKEN, PA, July 8, 2013 – Silk Invest Limited (the “Company” or “Silk Invest”) and Rosemont Investment Partners (“Rosemont”) are pleased to announce that Rosemont has made an equity investment in Silk Invest and the investment proceeds will... read more

Portfolio 04.13.2013

Litman Gregory sells minority interest to Rosemont Investment Partners to foster succession planning

LARKSPUR, CA, April 3, 2013 – Litman Gregory Asset Management announced today that effective April 1, 2013, it has received a minority investment from boutique private equity firm Rosemont Investment Partners, LLC. Rosemont provides strategic capital to asset... read more

Portfolio 10.12.2012

Rosemont Investment Partners backs Foundry Partners in MBO of certain assets of Fifth Third Asset Management

MINNEAPOLIS, MN, October 12, 2012 – Foundry Partners LLC (“Foundry”) will launch in February 2013 with offices in Minneapolis and Cleveland in connection with its purchase of certain assets from Fifth Third Asset Management, Inc. (“FTAM”). Foundry will be... read more

Portfolio 07.18.2011

Rosemont Investment Partners makes investment in Westmount Asset Management

CONSHOHOCKEN, PA, July 18, 2011 – Rosemont Investment Partners, LLC (“Rosemont”) is pleased to announce that it has made an investment in Westmount Asset Management, LLC (“Westmount” or the “Company”). Westmount will remain majority owned by its founders, Robert... read more

Portfolio 04.04.2011

Piedmont Investment Advisors announces agreement with Rosemont Investment Partners

DURHAM, NC, April 4, 2011 – Piedmont Investment Advisors, LLC (“Piedmont”), a DurhamIbased asset management firm with approximately 3.5 billion in assets under management, announced today that Rosemont Partners II, L.P. (“Rosemont”), a private equity fund of Rosemont... read more

Portfolio 08.24.2010

SouthernSun Asset Management acquires controlling interest from outside shareholders

MEMPHIS, TN, August 24, 2010 – SouthernSun Asset Management, a research-driven investment management firm implementing Small Cap, SMID Cap, and Global Equity investment strategies, today announced that it has acquired the interests of several outside shareholders to... read more

Portfolio 02.10.2010

Balentine launches independent asset strategy firm

ATLANTA, GA, February 10, 2010 – Balentine, an independently owned firm of senior-level investment professionals, is open for business and moving quickly to establish a formidable presence in Atlanta and beyond. The firm is focused on acting with uncommon agility and... read more

Portfolio 01.02.2009

Rosemont Investment Partners makes investment in Lateef Investment Management

CONSHOHOCKEN, PA, January 2, 2009 – Rosemont Investment Partners, LLC (“Rosemont”) is pleased to announce that it has completed an investment in Lateef Investment Management, LP (“Lateef” or the “Company”). Lateef’s management team will continue to own a significant... read more

Portfolio 07.03.2008

Rosemont Investment Partners makes investment in Bivium Capital Partners, LLC

CONSHOHOCKEN, PA, July 3, 2008 – Rosemont Investment Partners, LLC (“Rosemont”) is pleased to announce that it has made an investment in Bivium Capital Partners, LLC (“Bivium” or the “Company”). Bivium will remain majority owned by its founding management team and... read more

Portfolio 06.30.2008

Riverview completes management buyout from Nationwide

RED BANK, NJ, June 30, 2008 – Rosemont Investment Partners, LLC (“Rosemont”) is pleased to announce that it has partnered with the management of Riverview Alternative Investment Advisors LLC (“Riverview” or the “Company”) to purchase Nationwide Mutual Insurance... read more

Portfolio 09.27.2007

New small cap growth firm launched

CHICAGO, IL and BELLEVUE, WA, September 27, 2007 – Sparta Asset Management, LLC (“Sparta” or the “Company”) announced its launch today as a registered investment adviser specializing in the management of small cap growth equities for institutional clients.  The... read more

Portfolio 06.26.2006

New small cap growth firm launched

ATLANTA, GA, June 26, 2006 – Perimeter Capital Management LLC announced its launch today as a registered investment adviser specializing in the management of small and small-to-mid (SMID) cap equities for institutional clients.  The principals of Perimeter... read more

Portfolio 03.17.2006

Allegiance Capital Customized Investments launched

HUNTINGTON BEACH, CA, March 17, 2006 – Allegiance Capital announced today the formation of Allegiance Capital Customized Investments, an independent investment advisor focused on providing customized investment solutions to corporate and institutional clients,... read more

Portfolio 06.20.2005

Allianz Global Investors announces sale of Cadence Capital Management

NEW YORK, NY, June 20, 2005 – Allianz Global Investors AG (NYSE:AZ), one of the world’s largest asset managers and a subsidiary of Allianz AG, announced today the sale of Cadence Capital Management LLC, an institutional equity manager based in Boston, MA with $6... read more

Portfolio 09.20.2004

Champlain Investment Partners launched

BURLINGTON, VT, September 20, 2004 – Champlain Investment Partners, LLC (“Champlain”) is pleased to announce that several former employees of National Life Group’s investment management subsidiary, NL Capital Management, Inc. have joined Champlain as Principals.  The... read more

Portfolio 04.02.2004

Rosemont Investment Partners sells its stake in Charlotte Capital to Sanders Morris Harris Group

CONSHOHOCKEN, PA, April 2, 2004 – Rosemont Investment Partners, LLC today announced that it had sold its interest in Charlotte Capital, LLC to Sanders Morris Harris Group Inc. (NASDAQ: SMHG).  Rosemont acquired its stake in Charlotte in October 2000 when it teamed... read more

Portfolio 02.01.2003

Rosemont Investment Partners backs Rice Hall James Management in its buyout from Old Mutual

CONSHOHOCKEN, PA, February 1, 2003 – Rosemont Partners today announced the completion of a minority investment in Rice Hall James & Associates as part of a management-led buyout from its parent, Old Mutual.  Upon the completion of the transaction, Rice Hall will... read more

Portfolio 04.22.2002

Rosemont Investment Partners makes a minority investment in Allegiance Capital

CONSHOHOCKEN, PA, April 22, 2002 – Rosemont Partners today announced the completion of a minority investment in Allegiance Capital, LLC.  Allegiance is an independently owned fixed income manager based in Huntington Beach, CA managing over $2.8 billion of taxable... read more

Portfolio 02.11.2002

Silvercrest Asset Management Group launched

NEW YORK, NY, February 11, 2002 — The formal business operations of Silvercrest Asset Management Group LLC, a new investment advisory firm, officially launched today.  The firm has been created by G. Moffett Cochran and Martin Jaffe, the former President and Chief... read more

Portfolio 02.07.2002

Rosemont Investment Partners announces investment in Fulcrum Global Partners

CONSHOHOCKEN, PA, February 7, 2002 – Rosemont Partners I, L.P. announced today that it completed an investment in Fulcrum Global Partners, LLC (“Fulcrum”).  Fulcrum is a research and securities brokerage firm headquartered in New York City that focuses on the equity... read more

Portfolio 10.16.2001

ADVISORport receives $5M in 3rd round financing from investment group led by Sands Brothers Venture Capital Funds

PHILADELPHIA, PA, October 16, 2001 – Persimmon Research Partners, Inc. [“Persimmon”] announced that it has closed a $5 million private equity financing from an investor group led by Sands Brothers Venture Capital Funds [“Sands Venture... read more

Portfolio 04.11.2001

Rosemont Investment Partners announces investment in ADVISORport

CONSHOHOCKEN, PA, April 11, 2001 – Rosemont Partners I, L.P. announced today that it completed an investment in Philadelphia-based Persimmon Research Partners, Inc.  Persimmon provides private labeled infrastructure services to the rapidly growing fee-based investment... read more

Portfolio 02.12.2001

Rosemont Investment Partners announces investment in Alpha Strategies

CONSHOHOCKEN, PA, February 12, 2001 – Rosemont Partners I, L.P. announced today that it completed an investment in Wayne, Pennsylvania-based Alpha Strategies, LLC.  Alpha works with investment management firms and sophisticated plan sponsors that have “in-house”... read more

Portfolio 10.05.2000

Rosemont Investment Partners backs management in the formation of Charlotte Capital

CONSHOHOCKEN, PA, October 5, 2000 – Robert W. Mathai and Ronald B. Saba announced the formation today of a new asset management company, Charlotte Capital, LLC.  Led by Mathai and Saba, Charlotte Capital is comprised of the former employees of Capital Technology,... read more