Multi-Family OfficeRIA · CRD 167908SEC-RegisteredPrivate Fund Adviser

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NorthRock Partners

NorthRock Partners was established in 2010 by Rob Nelson. The firm operates as a multi-family office serving business owners, executives, athletes and...

NorthRock Partners logo

NorthRock Partners

NorthRock Partners was established in 2010 by Rob Nelson. The firm operates as a multi-family office serving business owners, executives, athletes and entertainers. It provides integrated investment management alongside tax and estate services. The firm allocates across buyouts, growth equity, fund-of-funds, private credit, hedge funds, real estate and natural resources. Confirmed holdings include multifamily properties in Montana, South Carolina, Tennessee, Virginia, Texas, Utah, North Carolina, Georgia and Arizona. NorthRock maintains a North America geographic focus. The firm employs a cross-disciplinary team that manages client capital and lifestyle needs. In 2023 Sammons Financial Group acquired a majority stake, replacing prior backer Emigrant Partners. NorthRock also operates the NorthRock Foundation and maintains membership on the Schwab Advisory Board. NorthRock runs a dedicated NorthRock X division that supports NFLPA members. This athlete-focused unit sits alongside the core multi-family practice and draws on Nelson's own NFLPA affiliation.

General information

Firm type

Multi Family Office

Year founded

2010

AUM

6596 (Altss estimate)

Location

Region

North America

Country

United States

City

Minneapolis

Corporate office

Minneapolis, MN, United States

Principals

Rob Nelson

CEO and Founder

Sector focus

FinTechMedia & EntertainmentSports & Wellness

Frequently asked questions

Who runs investment decisions at NorthRock Partners?

Rob Nelson serves as CEO and Founder and leads the firm.

How is NorthRock Partners structured relative to its clients?

The firm uses a Personal Office model that bundles investment management, tax planning and estate advisory for each client relationship.

Does NorthRock Partners commit to external funds or focus on direct investments?

The firm uses both fund-of-funds commitments and direct co-investments or SPVs.

What asset classes does NorthRock Partners allocate to?

Allocations span private equity, real estate, hedge funds, private credit and natural resources.

Which regions does NorthRock Partners invest in?

The firm concentrates on opportunities in North America.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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