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ROSEMONT INVESTMENT PARTNERS, LLC

ROSEMONT INVESTMENT PARTNERS, LLC is a Series C+, buyout, secondary and other fund in the US, Europe and Asia Pacific writing $10M–$50M checks into asset-management and wealth-management.

Stages
Series C+, buyout, secondary, other
Sectors
asset-management, wealth-management
Check size
$10M–$50M
Invests in
US-wide, Europe, Asia Pacific
Round role
Leads rounds
Actively investing
Yes
Founded
2000

Thesis

Rosemont Investment Partners, LLC is a private equity firm founded in 2000, specializing in investments within the asset and wealth management sectors, headquartered in West Conshohocken, Pennsylvania. Their strategy centers on partnering with employee-owned asset and wealth management companies to foster long-term growth and stability. Rosemont's investment thesis exclusively targets these employee-owned and controlled firms, believing this structure drives high performance and client alignment. Their geographic scope covers North America, Europe, and Asia Pacific. Operating with a "permanent capital" approach through a partnership with Markel Group, Rosemont offers an indefinite investment horizon without liquidity requirements, enabling enduring partnerships. While specific AUM is not disclosed, they have raised three private equity funds totaling $270 million. They typically invest $10 to $50 million of equity per deal. All previous private equity holdings have been realized.

Common questions

Does ROSEMONT INVESTMENT PARTNERS, LLC invest at the Series C+ stage?

Yes. ROSEMONT INVESTMENT PARTNERS, LLC lists Series C+, buyout, secondary and other among the stages it invests in.

What check size does ROSEMONT INVESTMENT PARTNERS, LLC write?

ROSEMONT INVESTMENT PARTNERS, LLC writes $10M–$50M checks.

Where does ROSEMONT INVESTMENT PARTNERS, LLC invest?

ROSEMONT INVESTMENT PARTNERS, LLC invests in the US, Europe and Asia Pacific.