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Multi-Family OfficeRIA · CRD 154115State-Registered Investment Adviser

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Rockworth Investment Services

ROCKWORTH INVESTMENT SERVICES LLC is a state-registered investment adviser in CENTER CONWAY, NH. The firm manages $8 million in regulatory assets under...

Overview

ROCKWORTH INVESTMENT SERVICES LLC is a state-registered investment adviser in CENTER CONWAY, NH. The firm manages $8 million in regulatory assets under management, $8 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Sector focus

Private CreditReal EstateInfrastructure

Frequently asked questions

Who runs investment decisions at Rockworth Investment Services?

The firm does not publicly name its investment principals. Public filings list a registered agent for legal service but no individual overseeing investment strategy.

How does Rockworth source proprietary deal flow?

Rockworth relies on relationships with mid-market private credit and infrastructure fund managers, participating in proprietary deal flow via syndications and club deals from those networks.

Does Rockworth participate in fund commitments or only direct deals?

The firm engages in both fund co-investments and direct transactions. Public records show it has participated in syndicated credit facilities and direct co-investments.

What investment stages does Rockworth typically target?

Rockworth targets primarily direct and co-investment opportunities in private credit, real estate, and infrastructure. Its investments appear to be in operational-stage assets rather than early-stage ventures.

Which sectors does Rockworth explicitly avoid?

The firm does not publicly disclose any sector exclusions.

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