Rosemont Investment Group Overview

  • Investor Type
  • PE/​Buyout
  • Status
  • Active
  • Professionals
  • 3
Professionals
  • Investments
  • 28
  • Portfolio
  • 7
  • Exits
  • 19
Exits

Rosemont Investment Group General Information

Description

Founded in 2000, Rosemont Investment Partners is a private equity firm based in West Conshohocken, Pennsylvania. The firm seeks to make minority investments in majority employee-owned asset and wealth management firms.

Contact Information

Year Founded
2000
Investor Status
Actively Seeking New Investments
Primary Investor Type
PE/Buyout
Other Investor Types
Growth/Expansion
Primary Office
  • 200 Barr Harbor Drive
  • Suite 400
  • West Conshohocken, PA 19428
  • United States
+1 (610) 000-0000

Rosemont Investment Group Investments (28)

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
0000000000 00000 01-Jul-2021 0000000000 Other Financial Services Generating Revenue 0000000 00000000 00.
0000 0000000 00000 19-Sep-2019 00 000000000 Asset Management Generating Revenue 0000 0000
0000000000 31-Mar-2017 0000000000 Asset Management Generating Revenue 0000000 00000000 00.
0000000000 00000 0 01-Jan-2017 00 000000000 Asset Management Generating Revenue 0000000 00000000 00.
Boston Common Asset Management 31-Oct-2016 PE Growth/Expansion Private Equity Generating Revenue 00000 00000
You’re viewing 5 of 28 investments. Get the full list »
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Rosemont Investment Group Exits (19)

Company Name Exit Date Exit Type Exit Size
000000 000000 0000 01-Feb-2021 000000000 00000000
00000000 000000000 23-May-2018 000000000000000000
000000000 00000 00 31-Jan-2018 000000000 00000000
000000000 01-Jan-2018 000000000 00000000
Cadence Capital Management 30-Jun-2016 Merger/Acquisition
You’re viewing 5 of 19 exits. Get the full list »

Rosemont Investment Group Fund Performance

Fund Name Vintage Size Dry Powder DPI RVPI TVPI IRR

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Rosemont Investment Group Investments by Industry, Year, and Region

Investments by Industry

Investments by Year

Investments by Region

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Rosemont Investment Group Team (9)

Name Title Deals Funds Boards Office
Charles Burkhart Jr. Founder, Chief Executive Officer & Board Member 0 0 0 West Conshohocken, PA
Sam Schecter Chief Financial Officer West Conshohocken, PA
Brad Mook Managing Director 0 0 West Conshohocken, PA
Melinda Bugg Chief Administrative Officer West Conshohocken, PA
You’re viewing 4 of 9 team members. Get the full list »