Rosemont Investment Group Overview
- Investor Type
-
PE/Buyout
- Status
-
Active
- Professionals
-
4
- Investments
-
31
- Portfolio
-
6
- Exits
-
21
Rosemont Investment Group General Information
Company Description
Founded in 2000, Rosemont Investment Group 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. This firm is a Registered Investment Adviser (RIA).
Business Details
Website
www.rosemontinv.comYear Founded
Investor Status
Primary Investor Type
Other Investor Types
Corporate Office
- 200 Barr Harbor Drive
- Suite 400
- Conshohocken, PA 19428
- United States
Rosemont Investment Group Investments (31)
Rosemont Investment Group’s most recent investment was a with Northside Capital Management. The deal was made on 02-May-2024 with as the lead partner.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Company Stage | Lead Partner |
|---|---|---|---|---|---|---|
| Northside Capital Management | 02-May-2024 | Asset Management | Generating Revenue | |||
| Landmark Management | 27-Jun-2023 | Other Financial Services | Generating Revenue | |||
| Veris Wealth Partners | 08-Feb-2022 | Asset Management | Generating Revenue | |||
| Clearstead Trust | 14-Mar-2021 | Other Financial Services | Generating Revenue | |||
| 1607 Capital Partners | 19-Sep-2019 | PE Growth/Expansion | Asset Management | Generating Revenue |
Rosemont Investment Group Exits (21)
Rosemont Investment Group has made a total of 21 exits. Its latest exit was from Wilbanks Smith & Thomas Asset Management on 01-Apr-2024. The exit was categorized as .
| Company Name | Exit Date | Exit Type | Exit Size |
|---|---|---|---|
| Wilbanks Smith & Thomas Asset Management | 01-Apr-2024 | ||
| Clearstead Advisors | 01-Jan-2022 | ||
| Foundry Partners | 30-Sep-2021 | ||
| Silk Invest | 01-Aug-2021 | ||
| Litman Gregory Wealth Management | 01-Jun-2021 | Merger/Acquisition |
Rosemont Investment Group Fund Performance
| Fund Name | Vintage | Size | Dry Powder | DPI | RVPI | TVPI | IRR |
|---|
Rosemont Investment Group Investments by Industry, Year, and Region
Investments by Industry
Investments by Year
Investments by Region
Rosemont Investment Group FAQs
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What is Rosemont Investment Group?
Founded in 2000, Rosemont Investment Group is a private equity investment firm based in Conshohocken, Pennsylvania.
-
When was Rosemont Investment Group founded?
Rosemont Investment Group was founded in 2000.
-
Where is Rosemont Investment Group headquartered?
Rosemont Investment Group is headquartered in Conshohocken, PA.
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What is Rosemont Investment Group's total asset value?
Rosemont Investment Group has around in total assets under management.
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How many investments has Rosemont Investment Group made?
Rosemont Investment Group has made 31 investments.
-
What has Rosemont Investment Group invested in?
Rosemont Investment Group has made numerous investments in companies like Northside Capital Management, Landmark Management, and Veris Wealth Partners within the Asset Management and Financial Services industries.
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What has Rosemont Investment Group invested in recently?
Rosemont Investment Group's latest investment was on 02-May-2024 in Northside Capital Management, a company within the Asset Management industry.
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