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Rook Financial
ROOK FINANCIAL LLC is a state-registered investment adviser with approximately $6 million in regulatory assets under management. The firm has 1 employee and...
Overview
ROOK FINANCIAL LLC is a state-registered investment adviser with approximately $6 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Cleveland
Corporate office
Cleveland, OH, United States
Principals
Matt Rook
Owner
Sector focus
Frequently asked questions
What is Rook Financial's primary investment focus?
The firm concentrates on direct real estate equity, primarily in the Midwest, with a secondary focus on private credit and special situations. Public filings and property records suggest a preference for commercial and residential properties held for long-term cash flow rather than rapid turnover.
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