Updated:
Roche Financial Partners
ROCHE FINANCIAL PARTNERS LLC is a state-registered investment adviser in PRINCETON, NJ. The firm manages approximately $73 million in regulatory assets.
Overview
ROCHE FINANCIAL PARTNERS LLC is a state-registered investment adviser in PRINCETON, NJ. The firm manages approximately $73 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
2008
Location
Region
North America
Country
United States
City
Princeton
Corporate office
Boston, MA, United States
Principals
Joseph F. Roche
President & Chief Investment Officer
Frequently asked questions
How does Roche Financial Partners source private market deal flow?
The firm sources private equity and venture capital opportunities primarily through long-term relationships with Boston-area general partners and placement agents. Roche does not operate an in-house business development team. Co-investments come inbound from fund managers that already count the firm as a limited partner, a model that favors selectivity over volume.
What investment stages does Roche Financial Partners target?
In private equity, the firm targets the lower mid-market buyout space through fund commitments. On the venture side, it focuses on early-growth stage companies, usually post-revenue, via manager relationships concentrated on the East Coast. Public equity allocations center on large-cap value and dividend-oriented strategies.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Roche Financial Partners in Altss
Explore available research and relationship coverage for this adviser in Altss.