Profile Previews

Get a glimpse into our company and investor data—powered by the PitchBook Platform

Rocaton Investment Advisors

Rocaton Investment Advisors
2002 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
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.

Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Primary Office
  • 20 Glover Avenue
  • Norwalk, CT 06850
  • United States

+1 (203) 000-0000

Rocaton Investment Advisors Valuation and Funding

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

This information is reserved for PitchBook Platform users. To explore Rocaton Investment Advisors‘s full profile, request access.

Request full access to PitchBook

Rocaton Investment Advisors Executive Team (39)

Name Title Board
Seat
Contact
Info
Alberto Cota Chief Operating Officer
Emily Phillips Managing Director & Consultant
Jennifer Sullo Managing Director & Consultant
Andrea McGee Managing Director, Alternative Investments Research
Robert Kennelley Managing Director, Alternative Investments Research

8 Former Executives

You’re viewing 5 of 39 executives. Get the full list »