Bright Rock Capital Management LLC (Rockland)

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

Bright Rock Capital Management: assets under management

The assets under management (AUM) of Bright Rock Capital Management LLC is $268 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 158% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $268 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $134 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bright Rock Capital Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bright Rock Capital Management serves?

The only and largest group of clients of Bright Rock Capital Management is investment companies with 2 clients and $268 million of assets under management. Among the 7 most similar advisory firms, Bright Rock Capital Management has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $268 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Bright Rock Capital Management doesn't advise any private funds.

Careers at Bright Rock Capital Management LLC

The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

David Byron Smith has served as the Chief Investment Officer since 1 Dec 2009. Garth Andrew O'leary joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 1 indirect owner.

Based in Rockland

The principal office where Bright Rock Capital Management LLC performs its advisory services is located at 288 Union Street, Rockland, MA 02370 The mailing address of the firm is 2036 Washington Street, Hanover, MA 02339. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-982-6593 or by fax 508-732-7783. The normal business hours are 9:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at brightrockcap.com.

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