Rosemont Investment Group Overview

  • Investor Type
  • PE/​Buyout

  • Status
  • Active

  • Professionals
  • 3


  • Investments
  • 30

  • Portfolio
  • 6

  • Exits
  • 20


Rosemont Investment Group General Information


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

Year Founded
Investor Status
Actively Seeking New Investments
Primary Investor Type
Other Investor Types
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 »

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

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

This information is available in the PitchBook Platform. To explore Rosemont Investment Group‘s full profile, request access.

Request a free trial

Rosemont Investment Group Investments by Industry, Year, and Region

Investments by Industry

Investments by Year

Investments by Region

PitchBook’s data visualizations quickly surface an investor’s historical investments—showing a breakdown of activity by industry, year and region.

Request a free trial

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 »