Rosemont Investment Group
Rosemont Investment Group is a private equity and venture capital firm based in Conshohocken, Pennsylvania, founded in 2000. The firm concentrates on investments in the asset management and broader financial services sectors, including management buyouts, recapitalizations, growth capital, and select start-ups, with a particular emphasis on middle-market and mature companies. It typically commits between $10 million and $100 million for minority or majority stakes, often pursuing 10% to 40% equity and seeking to lead transactions or co-invest alongside management, while taking board seats. Its portfolio approach centers on GP stakes and investments in fund management-related businesses, advisory firms, wealth management, financial software, and online financial services, as well as providers for the investment management industry, including hedge funds and fund of funds. The firm primarily targets opportunities in the United States, with opportunistic activity in the United Kingdom, Europe, Canada, and Australia, and leverages deep asset-management experience to help management grow their companies.
Top Stages
5 past transactions
Northside Capital Management
Private Equity Round in 2024
Northside Capital Management is a wealth management firm located in Hood River, Oregon, established in 1996. The firm specializes in creating sophisticated investment portfolios that incorporate value-added strategies and securities. It offers a range of services, including financial planning, portfolio management, and investment advisory, catering to a diverse clientele that consists of taxable institutions, family offices, foundations, trusts and estates, as well as high-net-worth individuals. The assets under management are overseen by an experienced executive management team, and Northside Capital Management is a registered investment adviser.
Landmark Management
Private Equity Round in 2023
Landmark Management is a wealth management firm that specializes in providing investment advisory services to a select group of high-net-worth individuals and families. The company focuses on delivering personalized investment management, accounting, and tax preparation services to help clients achieve their long-term financial goals. By maintaining a limited client base, Landmark Management ensures a tailored approach that addresses the unique needs and preferences of each client.
Veris Wealth Partners
Private Equity Round in 2022
Veris Wealth Partners is an independent wealth management and investment advisory firm focused on sustainable and impact investing. Based in San Francisco with offices in New York and Portsmouth, it serves high-net-worth individuals, families, nonprofits, foundations, and endowments, providing wealth management, investment policy development and review, portfolio management, investment manager search and recommendations, portfolio evaluation, budgeting, cash management, and financial consulting services. Established in 2007, Veris pursues financial goals through a blend of traditional and sustainable investment strategies, aiming to deliver competitive performance alongside positive social and environmental impact while emphasizing risk management and client service.
Wilbanks Smith & Thomas Asset Management
Private Equity Round in 2016
Wilbanks Smith & Thomas is a privately owned asset management firm based in Virginia, recognized for its independent and unbiased wealth management services. The firm manages over $2 billion in assets for a diverse clientele that includes individuals, trust departments, retirement plans, foundations, and endowments. With more than 20 years of experience, Wilbanks Smith & Thomas focuses on providing customized investment advisory and capital management solutions. The firm emphasizes a disciplined approach to investing, offering tailored portfolios that bridge protection and growth through risk-managed exchange-traded fund strategies. Its commitment to understanding market dynamics and delivering personalized service positions it as a reputable choice for clients seeking long-term financial success.
AdvisorPort
Series C in 2001
AdvisorPort is an investment consulting platform that offers a comprehensive suite of services aimed at automating essential advisory functions for financial advisors and brokers. The platform enables the management of various investment vehicles, including separate accounts, mutual funds, and brokerage accounts. By providing a fully integrated and competitively priced solution, AdvisorPort allows users to customize their advisory services effectively, streamlining their operations and enhancing efficiency in investment management.
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