Mandate & appetite
- Preferred strategies
- Core, Opportunistic, Value Add
- Target geographies
- US & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Rockmount Financial Corporation, a Calgary-based family office founded in the 1970s, manages a global equities portfolio and invests in value-added opportunities including environmental technologies and fintech, exemplified by founding an Alberta-based environmental technologies business incubator.
Unlock mandates & allocation signals
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- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals, dated and attributed
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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