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⚲
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| Rockwood Equity Partners LLC
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|
|
|---|---|
| CRD # | 163846 |
| SEC # | 801-126003 |
| CIK # | |
| AUM | $189.8 M (2026-03-31) |
| Employees | 13 (85% Investors, 0% Brokers) |
| Phone | 216-342-1790 |
| Address | 255 Clayton Street Denver, CO 80206 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | RWE CM Coinvest LLC | 2025-04-01 | 1.8 | |
| PE | RWE CWES Coinvest I LLC | 2025-04-01 | 6.3 | |
| PE | Rockwood Equity Partners IV-A LP | [2022-05-31] | 124.0 | 16.2 |
| PE | Rockwood Equity Partners IV LP | 2022-03-31 | 139.6 | |
| PE | Rockwood Equity Partners III-A LP | [2016-03-30] | 10.9 | 5.7 |
| PE | Rockwood Equity Partners III LP | [2016-03-30] | 74.1 | 20.1 |
| PE | Rockwood Equity Partnership Fund LP | 2015-03-30 | 11.0 | |
| PE | Rockwood Equity Partnership Fund | 2012-04-09 | 50.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 189.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 189.8 |
| By Discretionary | ||
| Discretionary | 6 | 189.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 189.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 189.8 | |
| Total | 6 | 189.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Brett Keith | 5 | 2 | ||
| Herbert Merrill III | 2 | 2 | ||
| H Merrill | 2 | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Baird Venture Partners Management Company V LLC
✚
|
WI | 0.2 |
|
Altmore Capital Investment Management LLC
✚
|
VA | 0.2 |
|
Wacona Capital LLC
✚
|
VA | 0.2 |
|
Cypress Ridge Capital LP
✚
|
NY | 0.2 |
|
Kinzie Capital Partners LP
✚
|
IL | 0.2 |
|
ACON Investments Management LLC
✚
|
DC | 0.2 |
|
Bluerock Credit Fund Advisor LLC
✚
|
NY | 0.2 |
|
First Analysis Capital Management LLC
✚
|
IL | 0.2 |
|
Ash Investment Partners LLC
✚
|
GA | 0.2 |
|
Cleanhill Partners LP
✚
|
NY | 0.2 |