Rosemont Investment Partners LLC

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Assets, Funds, Holdings

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Rosemont Investment Partners LLC
CRD #157381
SEC #801-77785
CIK #0001279207
AUM
Employees 5 (60% Investors, 0% Brokers)
Fees
Minimum
Phone610-834-1370
Address300 Conshohocken State Road
West Conshohocken, PA 19428
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
190152114763802010201520212027
Type Form D Funds Date Sold AUM
Other Rosemont Cadence LLC 2013-03-15 1.0 M
PE Rosemont Partners III LP [2012-03-28] 102.0 M 96.0 M
Filed 2013-04-10 (D/A) · Exemption 506, 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE Rosemont Partners II LP 2012-03-28 43.0 M
PE Rosemont Partners I LP 2012-03-28 2.0 M
AUM Breakdown Accounts AUM ($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 0 0.0
(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 4 142.0
By Discretionary
Discretionary 4 142.0
Non-Discretionary 0 0.0
Total 4 142.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 142.0
Total 4 142.0
Form D Directors Role # Filings # Firms 2011 - 2026
David Silvera Executive Officer 9 3
Eugenie Logue Executive Officer 1 1
Melinda Bugg Executive Officer 1 1
Charles Burkhart Jr Executive Officer 1 1
Sam Schecter Executive Officer 1 1
Firm Profile (Form ADV)
ServesInstitutional
Fund TypesPrivate Equity
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