Roc Bridge Partners, LLC (Murray)

Name: Roc Bridge Partners, LLC
Address: 5295 Commerce Dr., Murray, UT, 84107
Telephone: 801-716-4553

Roc Bridge Partners, LLC is a large advisory firm based in Murray. It manages $817.48 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California, Colorado, Connecticut, and 12 other states.

Roc Bridge Partners provides commercial real estate partnerships. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Roc Bridge Partners: assets under management

The assets under management (AUM) of Roc Bridge Partners, LLC is $817.48 million. The firm's AUM has grown by 559% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Roc Bridge Partners has custody of $124 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Roc Bridge Partners, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Roc Bridge Partners, LLC

Llc Rbp Capital Holdings joined the executive team most recently as the Holding Company.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Donaldson Lee Hartman	Chief executive officer	1 Sep 2011	Other	2776761
Winston Cham Chiu	Board of directors	1 Sep 2011	Other	3070633
Dean Anthony Allara	Coo	1 Sep 2011	Other	5989082
Christian Valentine Young	Board of directors	1 Sep 2011	Other	5989083
Danuel Rodney Stanger	Chief investmet officer	1 Sep 2011	Other	1145317
Paul Sidney Hutchinson	Investor relations	1 Sep 2011	Other	5989084
Chad Douglas Briggs	Chief financial officer	1 Sep 2011	Other	5989085
John Samuel Pennington	Chief compliance officer	1 Oct 2011	75% - 100%	5984801
Ltd. Pmn Capital	Direct owner	1 Nov 2011	25% - 50%	98-0696227
Llc Bridge Investment Group	Direct owner	1 Nov 2011	25% - 50%	74-3108602
Llc Roc Founders	Direct owner	1 Nov 2011	Other	45-3364473
Robert Randolph Morse	Managing member	1 Nov 2011	Other	1799666
Llc Rbp Capital Holdings	Holding company	1 Jan 2012	75% - 100%	45-4084424
Jonathan Peter Slager	Board of directors	1 Jan 2012	Other	5989081

Indirect Owners

The SEC currently registers 18 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
John Samuel Pennington	Chief compliance officer	1 Sep 2011	Other	5984801
Robert Randolph Morse	Chairman of the board	1 Sep 2011	Other	1799666
Donaldson Lee Hartman	Ceo	1 Nov 2011	Other	2776761
Jonathan Peter Slager	Board member	1 Nov 2011	Other	5989081
Winston Cham Chiu	Board member	1 Nov 2011	Other	3070633
Dean Anthony Allara	Chief operating officer	1 Nov 2011	Other	5989082
Christian Valentine Young	Board member	1 Nov 2011	Other	5989083
Danuel Rodney Stanger	Cio	1 Nov 2011	Other	1145317
Paul Sidney Hutchinson	Manager	1 Nov 2011	Other	5989084
Chad Douglas Briggs	Mananger	1 Nov 2011	Other	5989085
David Russell Minnick	Manager	1 Nov 2011	Other	5989086
Terence Kevin Anderson	Manager	1 Nov 2011	Other	5989087
Richard Wayne Stayner	Manager	1 Nov 2011	Other	5989088
Brad Dale Andrus	Manager	1 Nov 2011	Other	5989089
Kelley David Hansen	Director	1 Nov 2011	Other	1607278
Robert Burr Hallock	Director	1 Nov 2011	Other	5989090
Douglas K Anderson	Principal	1 Jan 2012	Other	6019127
Douglas Kent Anderson	Principal	1 Jan 2012	Other	6019127

Based in Murray

The principal office where Roc Bridge Partners, LLC performs its advisory services is located at 5295 Commerce Dr., Murray, UT 84107, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 801-716-4553 or by fax 801-716-4519. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.therocfund.com.