Partner Firms

Current investments have been financed with permanent capital from Rosemont’s balance sheet.

1607 Capital Partners

Richmond, VA

Closed-end fund investors

View Post

Landmark Management

New York, NY

Multi-family office

View Post

Northside Capital Management

Hood River, OR

OCIO for ultra-high net worth families

View Post

Veris Wealth Partners

San Francisco, CA

Impact wealth management

View Post

We are proud to highlight our exited investments, realized through three legacy private equity funds.

Advisorport

Plymouth Meeting, PA

Turnkey asset management provider (TAMP)

Allegiance Capital Customized Investments

Radnor, PA

Customized investment solutions

Allegiance Capital

Huntington Beach, CA

Multi-product fixed income manager

Alpha Strategies

Wayne, PA

Quantitative modeling/enhanced index firm

Balentine

Atlanta, GA

Wealth manager and outsourced CIO

View Post

Bivium Capital

San Francisco, CA

Manager of emerging managers

View Post

Boston Common Asset Management

Boston, MA

ESG-focused international, U.S. and global equity investment management

View Post

Cadence Capital Management

Boston, MA

Diversified equity manager

Champlain Investment Partners

Burlington, VT

U.S. small and mid cap equity

View Post

Charlotte Capital

Charlotte, NC

Small and small/mid cap value manager

Clearstead

Cleveland, OH

Wealth management and institutional advisory

View Post

Foundry Partners

Minneapolis, MN

U.S. value and growth equity

View Post

Fulcrum Global Partners

New York, NY

Equity research and trading firm

Lateef Investment Management

San Francisco, CA

U.S. all cap growth equity manager

Litman Gregory Asset Management

Walnut Creek, CA

Multi-manager mutual funds, wealth management, research, and model portfolios

View Post

Martingale Asset Management

Boston, MA

Factor-based U.S. equity specializing in low volatility

View Post

Perimeter Capital Management

Atlanta, GA

Small cap growth manager

Piedmont Investment Advisors

Durham, NC

Multi-product boutique

Rice Hall James & Associates

San Diego, CA

Small, SMID, and micro cap growth and value equity manager

View Post

Riverview Alternative Investment Advisors

Red Bank, NJ

Fund of hedge funds manager

Silk Invest LTD.

London, UK

Frontier markets firm

View Post

Silvercrest Asset Management Group

New York, NY

Wealth management firm

View Post

SouthernSun Asset Management

Memphis, TN

Small, SMID, and all cap core equity manager

View Post

Sparta Asset Management

Chicago, IL

Small cap growth management

Westmount Asset Management

Los Angeles, CA

Wealth management firm

View Post

Wilbanks Smith & Thomas

Norfolk, VA

Wealth management and investment advisory

View Post

1607 Capital Partners

Richmond, VA

Closed-end fund investors

View Post

Landmark Management

New York, NY

Multi-family office

View Post

Northside Capital Management

Hood River, OR

OCIO for ultra-high net worth families

View Post

Veris Wealth Partners

San Francisco, CA

Impact wealth management

View Post

Advisorport

Plymouth Meeting, PA

Turnkey asset management provider (TAMP)

Allegiance Capital Customized Investments

Radnor, PA

Customized investment solutions

Allegiance Capital

Huntington Beach, CA

Multi-product fixed income manager

Alpha Strategies

Wayne, PA

Quantitative modeling/enhanced index firm

Balentine

Atlanta, GA

Wealth manager and outsourced CIO

View Post

Bivium Capital

San Francisco, CA

Manager of emerging managers

View Post

Boston Common Asset Management

Boston, MA

ESG-focused international, U.S. and global equity investment management

View Post

Cadence Capital Management

Boston, MA

Diversified equity manager

Champlain Investment Partners

Burlington, VT

U.S. small and mid cap equity

View Post

Charlotte Capital

Charlotte, NC

Small and small/mid cap value manager

Clearstead

Cleveland, OH

Wealth management and institutional advisory

View Post

Foundry Partners

Minneapolis, MN

U.S. value and growth equity

View Post

Fulcrum Global Partners

New York, NY

Equity research and trading firm

Lateef Investment Management

San Francisco, CA

U.S. all cap growth equity manager

Litman Gregory Asset Management

Walnut Creek, CA

Multi-manager mutual funds, wealth management, research, and model portfolios

View Post

Martingale Asset Management

Boston, MA

Factor-based U.S. equity specializing in low volatility

View Post

Perimeter Capital Management

Atlanta, GA

Small cap growth manager

Piedmont Investment Advisors

Durham, NC

Multi-product boutique

Rice Hall James & Associates

San Diego, CA

Small, SMID, and micro cap growth and value equity manager

View Post

Riverview Alternative Investment Advisors

Red Bank, NJ

Fund of hedge funds manager

Silk Invest LTD.

London, UK

Frontier markets firm

View Post

Silvercrest Asset Management Group

New York, NY

Wealth management firm

View Post

SouthernSun Asset Management

Memphis, TN

Small, SMID, and all cap core equity manager

View Post

Sparta Asset Management

Chicago, IL

Small cap growth management

Westmount Asset Management

Los Angeles, CA

Wealth management firm

View Post

Wilbanks Smith & Thomas

Norfolk, VA

Wealth management and investment advisory

View Post