Rocaton Investment Advisors Overview

  • Year Founded
  • 2002

Year Founded

  • 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
Corporate 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/
Post-Val Status Debt

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Rocaton Investment Advisors Executive Team (42)

Name Title Board Seat Contact Info
Marc Nachmann Chief Executive Officer
Robin Pellish President & Partner
Michael Fulvio Principal
Elisa Metzger JD Chief Compliance Officer
Michael McGowan Director
You’re viewing 5 of 42 executive team members. Get the full list »

Rocaton Investment Advisors FAQs

  • When was Rocaton Investment Advisors founded?

    Rocaton Investment Advisors was founded in 2002.

  • Who is the founder of Rocaton Investment Advisors?

    Adam Wheat, Anne Buehl, Roger Fenningdorf, Carla Haugen, and Julie Moore are the founders of Rocaton Investment Advisors.

  • Who is the CEO of Rocaton Investment Advisors?

    Marc Nachmann is the CEO of Rocaton Investment Advisors.

  • Where is Rocaton Investment Advisors headquartered?

    Rocaton Investment Advisors is headquartered in Norwalk, CT.

  • What industry is Rocaton Investment Advisors in?

    Rocaton Investment Advisors’s primary industry is Asset Management.

  • Is Rocaton Investment Advisors a private or public company?

    Rocaton Investment Advisors is a Private company.

  • What is Rocaton Investment Advisors’s current revenue?

    The current revenue for Rocaton Investment Advisors is 000000.

  • When was Rocaton Investment Advisors acquired?

    Rocaton Investment Advisors was acquired on 01-Apr-2019.

  • Who acquired Rocaton Investment Advisors?

    Rocaton Investment Advisors was acquired by Goldman Sachs Asset Management.

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