News & Events

The Secret Sauce of Alignment

The Secret Sauce of Alignment

By Brad Mook In our last post (Skin in the Game) we wrote about the importance of alignment between employees and owners, and how broad employee ownership can create structural and behavioral alignment. We received a lot of interesting feedback and had a number of... read more
Forming Partnerships in a Pandemic

Forming Partnerships in a Pandemic

Six months into the global pandemic, with little business travel happening, it’s understandable that people in our industry are finding new ways to get business done. Professionals have gotten comfortable with video conferencing, and as time drags on it gets easier... read more
Rosemont Agrees to Sell Interest in Litman Gregory

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
Skin in the Game

Skin in the Game

by Brad Mook A while back in my career I was a capital allocator for a large manager of managers. I was fortunate to have a real-time laboratory through which to study industry practices around a whole host of issues, one of which was ownership vs compensation. I... read more
Batten Down the Hatches

Batten Down the Hatches

Managing Through Uncertainty and Disconnect… Good Prep is Good Practice The investment industry is in a precarious position of late, as markets have risen and appear to have run right through a wall of economic worry this quarter (yesterday notwithstanding). Secular... read more
Cost Management P&L Dislocation

Cost Management P&L Dislocation

Implications of the COVID-19 Crisis An issue that affects everyone in the investment management ecosystem—whether managers, intermediaries, or allocators, etc.—is the effect of revenue declines on cost structures. A number of articles have touched on the viability of... read more
Markel Announces Rosemont Partnership

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

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

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

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

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

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

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

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