Charles B. Burkhart
Founder at Rosemont Investment Partners LLC
Profile
Chas is the co-founder and CEO of Rosemont Investment Group, LLC.
He oversees sourcing, evaluating, and negotiating prospective investments and works closely with portfolio companies to help them sustain and grow their franchises.
Prior to forming Rosemont in May 2000, Chas founded Investment Counseling, Inc., an asset management business consultant and industry research firm that introduced business, financial and compensation analyses to the investment management industry.
Over the past 30-plus years he has worked with hundreds of asset management firms on compensation and ownership, business tactics, growth strategies, valuation, networking, and overall best practices.
Chas is a frequent speaker and occasional author on business issues and challenges in the investment management business.
He holds a BA in English from Boston College.
Charles B. Burkhart active positions
| Companies | Position | Start |
|---|---|---|
Rosemont Investment Partners LLC
 Rosemont Investment Partners LLC Investment ManagersFinance Rosemont Investment Partners LLC (Rosemont Investment Partners) is a private equity firm founded in 2000 by Charles B. Burkhart. The firm is headquartered in Conshohocken, Pennsylvania. | Founder | 2000-04-30 |
| Fulcrum Global Partners LLC /Research Group/ | Director/Board Member | - |
Rosemont Investment Group LLC
 Rosemont Investment Group LLC Investment ManagersFinance Rosemont Investment Group LLC provides investment and wealth management services. It focuses exclusively on making investments in asset and wealth management companies, specifically minority positions in support of management buyouts, recapitalizations, ownership transitions, and selected start-ups. The company was founded by Charles B. Burkhart, Jr. in June 2018 and is headquartered in West Conshohocken, PA. | Founder | 2018-05-31 |
Former positions of Charles B. Burkhart
| Companies | Position | End |
|---|---|---|
| Investment Counseling, Inc. | Founder | 1999-12-30 |
| SILVERCREST ASSET MANAGEMENT GROUP INC. | Director/Board Member | - |
Training of Charles B. Burkhart
| Boston College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
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Female
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Linked companies
| Listed companies | 1 |
|---|---|
| SILVERCREST ASSET MANAGEMENT GROUP INC. | Finance |
| Private companies | 4 |
|---|---|
Rosemont Investment Partners LLC
Rosemont Investment Partners LLC Investment ManagersFinance Rosemont Investment Partners LLC (Rosemont Investment Partners) is a private equity firm founded in 2000 by Charles B. Burkhart. The firm is headquartered in Conshohocken, Pennsylvania. | Finance |
| Fulcrum Global Partners LLC /Research Group/ | Commercial Services |
| Investment Counseling, Inc. | |
Rosemont Investment Group LLC
Rosemont Investment Group LLC Investment ManagersFinance Rosemont Investment Group LLC provides investment and wealth management services. It focuses exclusively on making investments in asset and wealth management companies, specifically minority positions in support of management buyouts, recapitalizations, ownership transitions, and selected start-ups. The company was founded by Charles B. Burkhart, Jr. in June 2018 and is headquartered in West Conshohocken, PA. | Finance |
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