Investment adviser · CRD 163846
ROCKWOOD EQUITY PARTNERS LLC
Investment adviser filing (IA)
DENVER, CO, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $190M Form ADV · Item 5.F
- Client accounts
- 6 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 6 | $189,783,574 | 100.0% |
Filing source
Form ADV 2064504 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
8 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
ROCKWOOD EQUITY PARTNERS IV, LPPrivate Equity Fund · Last reported Mar 31, 2026$140MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
COHEN AND COMPANY
PCAOB 925
Fund details & source
- Fund ID
- 805-6637764602
- Reported beneficial owners
- 91
- Minimum commitment
- $100K
Form ADV 2064504 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ROCKWOOD EQUITY PARTNERS III, LPPrivate Equity Fund · Last reported Mar 31, 2026$20.1MGross asset value
Form D fundraising filings
Rockwood Equity Partners III, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
COHEN AND COMPANY
PCAOB 925
Fund details & source
- Fund ID
- 805-6219975828
- Reported beneficial owners
- 60
- Minimum commitment
- $100K
- Form D file number
- 021-232443
Form ADV 2064504 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ROCKWOOD EQUITY PARTNERS IV-A, LPPrivate Equity Fund · Last reported Mar 31, 2026$16.2MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
COHEN AND COMPANY
PCAOB 925
Fund details & source
- Fund ID
- 805-7731860512
- Reported beneficial owners
- 13
- Minimum commitment
- $100K
- Form D file number
- 021-442159
Form ADV 2064504 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
RWE CWES COINVEST I, LLCPrivate Equity Fund · Last reported Mar 31, 2026$6.34MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
COHEN AND COMPANY
PCAOB 925
Fund details & source
- Fund ID
- 805-6452191223
- Reported beneficial owners
- 2
- Minimum commitment
- $1M
Form ADV 2064504 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ROCKWOOD EQUITY PARTNERS III-A, LPPrivate Equity Fund · Last reported Mar 31, 2026$5.71MGross asset value
Form D fundraising filings
Rockwood Equity Partners III-A, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
COHEN AND COMPANY
PCAOB 925
Fund details & source
- Fund ID
- 805-9547117484
- Reported beneficial owners
- 17
- Minimum commitment
- $100K
- Form D file number
- 021-250675
Form ADV 2064504 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
RWE CM COINVEST, LLCPrivate Equity Fund · Last reported Mar 31, 2026$1.8MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
COHEN AND COMPANY
PCAOB 925
Fund details & source
- Fund ID
- 805-6531121521
- Reported beneficial owners
- 1
- Minimum commitment
- $1M
Form ADV 2064504 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ROCKWOOD EQUITY PARTNERSHIP FUNDPrivate Equity Fund · Last reported Mar 30, 2015$50.3MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-5403955780
- Reported beneficial owners
- 72
- Minimum commitment
- $50K
Form ADV 891720 · Mar 30, 2015 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
255 CLAYTON STREET, SUITE 300DENVER, CO, 80206, United States
CRD 163846
Filing source
Form ADV 2064504 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.