Raven Rock Capital Management, LLC (Chapel Hill)


Raven Rock Capital Management, LLC is an investment adviser to an investment company based in Chapel Hill. It manages $18.02 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of North Carolina.

Raven Rock Capital Management provides portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and portfolio management for private investment funds. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Raven Rock Capital Management: assets under management

The assets under management (AUM) of Raven Rock Capital Management, LLC is $18.02 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $18.02 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.01 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Raven Rock Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chapel Hill

The principal office where Raven Rock Capital Management, LLC performs its advisory services is located at 55 Vilcom Center Drive, Chapel Hill, NC 27514, 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 919-260-3950 or by fax 919-869-1773. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at ravenrockcapital.com.