Rosemont Investment Group Overview

  • Investor Type
  • PE/​Buyout

  • Status
  • Active

  • Professionals
  • 3

Professionals

  • Investments
  • 30

  • Portfolio
  • 6

  • Exits
  • 20

Exits

Rosemont Investment Group General Information

Description

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

Contact Information

Website
www.rosemontinv.com
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
  • Conshohocken, PA 19428
  • United States
+1 (610) 000-0000

Rosemont Investment Group Investments (30)

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
Landmark Management 27-Jun-2023 00 000000000 Other Financial Services Generating Revenue 0000 0000
Veris Wealth Partners 08-Feb-2022 00 000000000 Asset Management Generating Revenue 0000 0000
Clearstead Trust 01-Jul-2021 0000000000 Other Financial Services Generating Revenue 0000000 00000000 00.
1607 Capital Partners 19-Sep-2019 00 000000000 Asset Management Generating Revenue 0000 0000
Clearstead 31-Mar-2017 Buyout/LBO Asset Management Generating Revenue 0000000 00000000 00.
You’re viewing 5 of 30 investments. Get the full list »

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Rosemont Investment Group Exits (20)

Company Name Exit Date Exit Type Exit Size
Clearstead 01-Jan-2022 0000000000
Foundry Partners 06-Dec-2021 000000000 00000000
Silk Invest 01-Aug-2021 000000000 00000000
Litman Gregory Wealth Management 01-Jun-2021 000000000000000000
Boston Common Asset Management 01-Feb-2021 GP Stakes
You’re viewing 5 of 20 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 (8)

Name Title Deals Funds Boards Office
Charles Burkhart Jr. Co-Founder & Chief Executive Officer 0 0 Conshohocken, PA
Sam Schecter Chief Financial Officer Conshohocken, PA
Brad Mook Managing Director 0 0 Conshohocken, PA
Melinda Bugg Managing Director, Operations and Administration Conshohocken, PA
You’re viewing 4 of 8 team members. Get the full list »