Roc Bridge Partners, LLC (Murray)


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.