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
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/
Post-Val Status Debt

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Rocaton Investment Advisors Executive Team (39)

Name Title Board Seat Contact Info
Emily Phillips Managing Director & Consultant
Jennifer Sullo Managing Director & Consultant
Andrea McGee Managing Director, Alternative Investments Research
Robert Kennelley Managing Director, Alternative Investments Research
Janis Kane Managing Director, Asset Allocation
You’re viewing 5 of 39 executive team members. Get the full list »