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ROCKPOINT

ROCKPOINT GROUP, L.L.C.

CRD 156630 · SEC 801-73890

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500 BOYLSTON STREET, 21ST FLOOR, BOSTON, MA, 02116, United States

Phone

617-437-8400

Fax

617-437-7011

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$13.04B

Discretionary AUM

$13.04B

Team

112 total employees; 40 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees; REIMBURSEMENT FOR CERTAIN COSTS AND EXPENSES

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles39$13.04B

States served

CA, MA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD