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Rocky Mountain Private Wealth Management, L.L.C.

● SEC registered since 2022CRD 127140SEC# 801-126829Sugar Land, TX
Export (members)
Ranks #5,581 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$64.1M
Fund GAV
$23.6M
Private funds
2
Employees
4
Accounts
7
Location
Sugar Land, TX

Rocky Mountain Private Wealth Management, L.L.C. assets under management

Rocky Mountain Private Wealth Management, L.L.C. is an SEC-registered investment adviser based in Sugar Land, TX. The firm has been registered since 2022. It reports $64.1 million in regulatory assets under management and employs 4 people. Rocky Mountain Private Wealth Management, L.L.C. manages 2 private funds with combined gross assets of $23.6 million, including Rm Domestic Partners III, L.P. By regulatory assets, it ranks 5,581 of 5,911 private fund managers.

Rocky Mountain Private Wealth Management, L.L.C. private funds

2 funds · $23.6M GAV
FundTypeGross assetsMin.
Rm Domestic Partners III, L.P.Hedge$13.6M$500K
Rm Domestic Partners, L.P.Hedge$10M$500K

Rocky Mountain Private Wealth Management, L.L.C. owners & executives

2 reported
NameTitleOwnershipSince
Gabriel Steven Gallegos ControlPresident/Secretary50-75%2003
Taylor Leigh Gallegos ControlVice President/Controller/Chief Compliance Officer50-75%2008

Frequently asked questions

How much does Rocky Mountain Private Wealth Management, L.L.C. manage?

Rocky Mountain Private Wealth Management, L.L.C. reports $64.1 million in regulatory assets under management on its Form ADV.

How many private funds does Rocky Mountain Private Wealth Management, L.L.C. manage?

Rocky Mountain Private Wealth Management, L.L.C. manages 2 private funds with combined gross assets of $23.6 million.

How many employees does Rocky Mountain Private Wealth Management, L.L.C. have?

Rocky Mountain Private Wealth Management, L.L.C. reports 4 employees.

Where is Rocky Mountain Private Wealth Management, L.L.C. located?

Rocky Mountain Private Wealth Management, L.L.C. is based in Sugar Land, TX and has been SEC-registered since 2022.

Does Rocky Mountain Private Wealth Management, L.L.C. disclose fund performance?

Rocky Mountain Private Wealth Management, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressTown Center, 2245 Texas Drive, Suite 300, Sugar Land, TX 77479
Phone281-778-4900
Office hours8:30 a.m. - 4:30 p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1581594
Discloses disciplinary historyNo

Assets under management

Discretionary$64.1M
Non-discretionary$0
Total (RAUM)$64.1M

Service providers

Auditor
Administrator