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Rock Hill Investment Management, L.P. (Bala Cynwyd)


Rock Hill Investment Management, L.P. is a large advisory firm based in Bala Cynwyd. It manages $162.53 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Pennsylvania.

Rock Hill Investment Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rock Hill Investment Management: assets under management

The assets under management (AUM) of Rock Hill Investment Management, L.P. is $162.53 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $162.53 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $54.18 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rock Hill Investment Management, L.P. 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.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Wayne David Bloch Managing partner 1 Aug 2001 50% - 75% 5058718
Peter Burritt Lockhart Managing partner 1 Aug 2001 50% - 75% 1328598

Based in Bala Cynwyd

The principal office where Rock Hill Investment Management, L.P. performs its advisory services is located at 3 Bala Plaza East, Suite 585, Bala Cynwyd, PA 19004, 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 610-949-9700 or by fax 610-949-9600. The normal business hours are 9 am - 5 pm on Monday - Friday.


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