Rosemont Investment Group

Overview

Rosemont Investment Group is a private investment firm specializing in permanent minority equity positions in employee-owned asset and wealth management firms. Their mission is to create enduring partnerships by providing financial stability and strategic guidance to management teams. With over 35 years of experience, Rosemont has developed a deep network and understanding of the investment management industry, advising and investing in asset and wealth management businesses. The firm's investment strategy focuses on supporting management buyouts, recapitalizations, ownership transitions, and selected start-ups. By acquiring minority equity stakes, Rosemont aims to enhance governance and provide guidance to its partner firms, ensuring their independence and long-term success. Their approach is characterized by a collaborative and hands-on portfolio management style, emphasizing sustainable business models and sound metrics. Rosemont's track record includes partnerships with firms such as Northside Capital Management, a multi-family office with over $5.2 billion in assets under management, and 1607 Capital Partners, a boutique investment management firm specializing in closed-end funds with approximately $3.7 billion under management. These partnerships highlight Rosemont's commitment to supporting high-quality, employee-owned asset and wealth management companies in achieving their strategic objectives.

Investment Focus

• Employee-owned asset and wealth management firms seeking permanent minority equity investment

Portfolio Companies