Clients
Rockpoint Group serves 39 clients. The average client has about $334 million with the firm.
- Pooled investment vehicles39 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 39 | $13,042,546,969 | 100.0% | $334.4M |
| Total | 39 | $13,042,546,969 | 100% | $334.4M |
- Clients
- 39
- Regulatory AUM
- $13,042,546,969
- Share
- 100.0%
- Avg. per client
- $334.4M
Total
- Clients
- 39
- Regulatory AUM
- $13,042,546,969
- Share
- 100%
- Avg. per client
- $334.4M
What it does
Rockpoint Group provides portfolio management for pooled vehicles. It is paid through a percentage of assets, performance-based fees and other arrangements.
Rockpoint Group advises 39 private funds.
100.0% of assets ($13.04B across 39 accounts) are managed with discretion. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Rockpoint Group has custody of client assets.
- All other custodians$13.04B100%
Ownership and leadership
Rockpoint Manager Holdings, L.P. owns 75% or more of Rockpoint Group.
- Owns 75% or more of Rockpoint Group, L.L.C.
Rockpoint Manager Holdings, L.P.
Control person · since March 2018
RPG GP, L.L.C.
General partner · Control person · since March 2018
Leadership
- Robert MarzChief Financial Officer
- Ronald HoylGeneral Counsel & Chief Compliance Officer
- Daniel DombManaging Member (executive Officer)
- Keith GelbManaging Member (executive Officer)
- Thomas GilbaneManaging Member (executive Officer)
- Harry Midgley IVManaging Member (executive Officer)
- Aric ShalevManaging Member (executive Officer)
- William WaltonCo-Founder
Staff
- 112 employees
- 40 in advisory functions
Fees
Rockpoint Group is paid through a percentage of assets under management, performance-based fees and other.
Rockpoint Group’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Rockpoint Group has 3 offices, with 4 listed addresses across 4 states.
California · 1 listed address
- One Bush Street, San Francisco
Florida · 1 listed address
- One Independent Drive, Jacksonville
Massachusetts · 1 listed address
- 500 Boylston Street, 21st Floor, BostonHQ
Texas · 1 listed address
- 3953 Maple Avenue, Dallas
Other business names
Rockpoint Group has reported 1 other business name to the SEC.
- Rockpoint
Registration details
- Legal name
- Rockpoint Group, L.L.C.
- Headquarters
- 500 Boylston Street, 21st Floor, Boston, MA 02116
- Phone
- 617-437-8400
- Website
- www.rockpoint.com
- SEC file
- 801-73890
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Rockpoint Group have?
Rockpoint Group has 39 clients and manages $13 billion for them, as of March 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Rockpoint Group offer?
Rockpoint Group provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Rockpoint Group have?
Rockpoint Group has 0 investment adviser representatives registered with state securities authorities, out of 112 employees, and 40 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Rockpoint Group?
Rockpoint Group’s direct owner is Rockpoint Manager Holdings, L.P. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Rockpoint Group get paid?
Rockpoint Group is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file