Rocaton Investment Advisors Overview

  • Founded
  • 2002

Founded
  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Rocaton Investment Advisors General Information

Description

Provider of investment consulting services helping institutional investors build well-diversified investment portfolios, developed through robust modeling of risk and return expectations across various market environments. The company's services include alternative investments, asset allocation, defined contribution, discretionary (outsourcing), financial intermediary, manager search, performance reporting, and risk analysis for a wide range of markets.

Contact Information

Website
www.rocaton.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Investment Banks
Primary Office
  • 20 Glover Avenue
  • Norwalk, CT 06850
  • United States
+1 (203) 000-0000

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Rocaton Investment Advisors Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Rocaton Investment Advisors Executive Team (39)

Name Title Board Seat Contact Info
John Hartman Managing Director, Business Development
Kelley McWilliams Managing Director, Fixed Income Research
Patrick Chrysler Managing Director, Fixed Income Research
Robin Pellish Co-Founder, Chief Executive Officer, Partner & Consultant
Anne Buehl Co-Founder, Partner & Consultant
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