Center Rock Capital Partners, LP (Chicago)
Center Rock Capital Partners, LP is a large advisory firm based in Chicago. It manages $593.87 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Illinois and Michigan.
Center Rock Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Center Rock Capital Partners: assets under management
The assets under management (AUM) of Center Rock Capital Partners, LP is $593.87 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Center Rock Capital Partners, LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Center Rock Capital Partners serves?
The only and largest group of clients of Center Rock Capital Partners is pooled investment vehicles with 3 clients and $593.87 million of assets under management. Among the 12 most similar advisory firms, Center Rock Capital Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $593.87 million for 3 clients. None of the firm’s clients are foreign persons or businesses.
Center Rock Capital Partners also advises several private funds. Namely, three private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $5,000,000.
Careers at Center Rock Capital Partners, LP
The company employs 9 people that are either part- or full-time employees. 89 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Based in Chicago
The principal office where Center Rock Capital Partners, LP performs its advisory services is located at 8755 West Higgins Road, Chicago, IL 60631, which is also the mailing address of the firm. An additional office of the firm is in Bloomfield Hills, MI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (312) 635-8075 or by fax (312) 635-8078. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at centerrockcapitalpartners.com/.
Registered investment advisers similar to Center Rock Capital Partners, LP
- Syntal Capital Partners
- Abundance Wealth Counselors
- Roberts, Glore &
- Cahaba Wealth Management
- Roundview Capital
- First Indian Bank Fsb
- Shine Investment Advisory Services
- Kb Financial Partners
- Phoenix Investment Adviser
- Signature Securities Group Corporation
- Hawkeye Partners
- Roxbury Capital Management
- Yeager Wood & Marshall
- Burt Associates, Incorporated
- Claraphi Advisory Network