RIA Intel›Advisers›Minnesota›ROCKET CAPITAL MANAGEMENT, L.L.C.

ROCKET CAPITAL MANAGEMENT, L.L.C.

Advisory

WAYZATA, MN

Data as of Mar 13, 2026 · Source: SEC Form ADV

Average account

$364K

across 89 accounts

AUM per adviser

$16M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM

$32M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$32M

Discretionary AUM$31M

Non-Discretionary AUM$1M

Discretionary %96.1%

Total Clients67

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, MN, WI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

67 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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