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Adviser Profile

As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 22
of those in investment advisory functions 6 -53.85%
Registration SEC, Approved, 3/30/2012
AUM* 1,823,646,056 33.89%
of that, discretionary 1,823,646,056 33.89%
Private Fund GAV* 1,823,646,056 33.89%
Avg Account Size 227,955,757 0.42%
SMA’s No
Private Funds 8 2
Contact Info 281 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
1B 1B 973M 778M 584M 389M 195M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count8 GAV$1,823,646,056

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Brochure Summary

Overview

Rockland Capital, LP, a Delaware limited liability company formed in 2008, is registered with the SEC as an investment adviser. The general partner of Rockland is Rockland Capital GP, LLC, which is owned by Jonathan M. Beach, James Maiz, Willie Zapalac, and W. Scott Harlan. Jonathan M. Beach, James Maiz, Willie Zapalac, and W. Scott Harlan are also the limited partners of Rockland. The following individuals comprise Rockland’s “Investment Committee” for Rockland Power Partners, LP Rockland Power Partners II, LP, Rockland Power Partners III, LP and Rockland Power Partners IV, LP: W. Scott Harlan, Jonathan M. Beach, James Maiz, and Willie Zapalac (collectively, the “Principals”). Rockland provides investment advisory services to investment vehicles, including, Rockland Power Partners, LP, Rockland Power Partners II, LP, Rockland Power Partners III, LP, Rockland Power Partners IV, LP (“Rockland Power Partners Funds”), Rockland GridFlex Partners, LP, Rockland PHR Partners, LP, Jackrabbit Power Holdings, LLC and Bowline Point Power Holdings, LLC (each an “Advisory Client” and collectively, the “Rockland Funds”), whose investments are primarily focused on equity and equity-related investments in the North American electric power generation markets with a particular emphasis on controlling positions. Advisory Clients refers to any account for which Rockland provides investment advice and/or places trades on a discretionary
or non-discretionary basis. The investors and other persons who invest in Rockland’s Advisory Clients are referred to herein as “Investors”. Unless otherwise expressly stated herein, the term Advisory Client does not include Investors. Rockland has an experienced team of investment professionals; the Principals have a long history of working together investing in the electric power generation markets dating back to the mid- 1990s. Rockland specializes in investments in these markets and only provides investment advice to investment vehicles that invest in such markets. In providing its services to Advisory Clients, Rockland and its related persons direct and manage the investment and reinvestment of each Advisory Client’s assets, and provide reports to Investors. Rockland manages the assets of each Advisory Client in accordance with the terms of its applicable governing documents (or investment management agreement, as applicable). Rockland does not provide portfolio management services to any wrap fee programs. The information provided herein about the investment advisory services provided by Rockland is qualified in its entirety by reference to the Advisory Clients’ governing documents. As of December 31, 2023, Rockland managed approximately $1,823,646,056 of assets in respect of which Rockland has full investment discretion (subject to the Advisory Client’s established investment guidelines).