Rocaton Investment Advisors Overview

  • Founded
  • 2002

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Rocaton Investment Advisors General Information


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

Ownership Status
(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

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Rocaton Investment Advisors Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

This information is available in the PitchBook Platform. To explore Rocaton Investment Advisors‘s full profile, request access.

Request a free trial

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
You’re viewing 5 of 39 executive team members. Get the full list »