BRIGHT ROCK CAPITAL MANAGEMENT LLC
Adviser information for BRIGHT ROCK CAPITAL MANAGEMENT LLC last updated from Form ADV on March 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Massachusetts, United States |
Employees
Total Number of Employees | 5 |
---|---|
Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 1 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 2 | $474.0M |
Non-Discretionary | 0 | $0 |
Total | 2 | $474.0M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 2 | $474.0M |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Portfolio management for investment companies |
---|---|
Compensation | % of AUM |
Other Business Activities | Broker-dealerRegistered representative of a broker-dealerInsurance broker or agentBank |
Principal Office
2036 WASHINGTON STREETHANOVER
MA
United States
Monday - Friday, 9:00 TO 5:00
Tel: 781-982-6792, Fax: None
Websites
Chief Compliance Officer
GARTH O'LEARY
V.P. CHIEF COMPLIANCE OFFICER
2036 WASHINGTON STREET
HANOVER
MA
United States
Tel:
781-982-6792
Fax:
508-732-7962
G***********@****************M
(Full email address available in API data)
Regulatory Contact
DOUG BUTLER
SVP PORTFOLIO MANAGER
2036 WASHINGTON STREET
HANOVER
MA
United States
Tel:
781-982-6593
D**********@****************M
(Full email address available in API data)
Industry Affiliates
ROCKLAND TRUST CO. | Banking or thrift institution |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
ROCKLAND TRUST CO. | Domestic Entity | – | MEMBER | 12/2009 | > 75% |
BUTLER, DOUGLAS, STEVEN | Individual | – | PORTFOLIO MANAGER & DIRECTOR OF RESEARCH | 12/2009 | < 5% |
SMITH, DAVID, BYRON | Individual | – | CHIEF INVESTMENT OFFICER | 12/2009 | < 5% |
INDEPENDENT BANK CORP. | Domestic Entity | ROCKLAND TRUST | PARENT COMPANY | 12/1985 | > 75% |
O'LEARY, GARTH, ANDREW | Individual | – | CHIEF COMPLIANCE OFFICER | 05/2017 | < 5% |
Haglof, Shauna | Individual | – | COMPLIANCE OFFICER | 03/2021 | < 5% |
FENG, FRANK | Individual | – | RESEARCH ASSOCIATE | 03/2024 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 23rd, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ALPHABET INC | CAP STK CL A | 27M | 150K | NONE |
AMETEK Inc | COM | 3M | 18K | NONE |
ANALOG DEVICES INC | COM | 3M | 14K | NONE |
APTARGROUP INC | COM | 3M | 23K | NONE |
ARISTA NETWORKS INC | COM | 5M | 15K | NONE |
AUTOMATIC DATA PROCESSING | COM | 10M | 43K | NONE |
Accenture PLC | SHS CLASS A | 8M | 28K | NONE |
Amphenol Corp | CL A | 5M | 68K | NONE |
Apple Inc | COM | 13M | 62K | NONE |
Arthur J Gallagher & Co | COM | 2M | 8K | NONE |
BROWN-FORMAN CORP | CL B | 1M | 30K | NONE |
Berkshire Hathaway Inc | CL B NEW | 10M | 25K | NONE |
BlackRock Inc | COM | 8M | 11K | NONE |
CHUBB LIMITED COM | COM | 9M | 35K | NONE |
COLGATE-PALMOLIVE | COM | 12M | 124K | NONE |
Chipotle Mexican Grill Inc | COM | 2M | 30K | NONE |
Copart Inc | COM | 13M | 237K | NONE |
Coterra Energy Inc | COM | 1M | 50K | NONE |
DT Midstream Inc | COMMON STOCK | 1M | 15K | NONE |
Domino's Pizza Inc | COM | 4M | 8K | NONE |
ECOLAB INC | COM | 4M | 18K | NONE |
EOG Resources Inc | COM | 4M | 35K | NONE |
Edwards Lifesciences Corp | COM | 2M | 25K | NONE |
Exxon Mobil Corp | COM | 5M | 40K | NONE |
FactSet Research Systems Inc | COM | 2M | 6K | NONE |
Fastenal Co | COM | 3M | 51K | NONE |
Floor & Decor Holdings Inc | CL A | 1M | 11K | NONE |
Gentex Corp | COM | 2M | 60K | NONE |
HERSHEY CO (THE) | COM | 4M | 20K | NONE |
Home Depot Inc/The | COM | 5M | 15K | NONE |
Honeywell International Inc | COM | 5M | 25K | NONE |
IDEXX Laboratories Inc | COM | 3M | 7K | NONE |
ISHARES | U.S. ENERGY ETF | 14M | 300K | NONE |
Intuit Inc | COM | 10M | 15K | NONE |
JB Hunt Transport Services Inc | COM | 2M | 11K | NONE |
JPMorgan Chase & Co | COM | 17M | 85K | NONE |
Jack Henry & Associates Inc | COM | 3M | 20K | NONE |
Lamb Weston Holdings Inc | COM | 2M | 20K | NONE |
Linde PLC | SHS | 8M | 18K | NONE |
MASTERCARD INC | CL A | 20M | 45K | NONE |
MICROSOFT CORP | COM | 29M | 66K | NONE |
Merck & Co Inc | COM | 14M | 112K | NONE |
Meta Platforms Inc | CL A | 8M | 16K | NONE |
Monster Beverage Corp | COM | 3M | 53K | NONE |
Morningstar Inc | COM | 2M | 8K | NONE |
NEXTERA ENERGY | COM | 10M | 135K | NONE |
NIKE INC | CL B | 7M | 93K | NONE |
ONEOK Inc | COM | 5M | 60K | NONE |
PEPSICO INC | COM | 7M | 45K | NONE |
ROPER INDUSTRIES INC | COM | 7M | 12K | NONE |
ResMed Inc | COM | 3M | 16K | NONE |
Rollins Inc | COM | 2M | 50K | NONE |
S&P Global Inc | COM | 4M | 9K | NONE |
SEI INVESTMENTS | COM | 2M | 28K | NONE |
Schlumberger NV | COM STK | 5M | 100K | NONE |
TEXAS INSTRUMENTS | COM | 11M | 59K | NONE |
TJX Cos Inc/The | COM | 9M | 86K | NONE |
TRACTOR SUPPLY CO | COM | 5M | 20K | NONE |
Thermo Fisher Scientific Inc | COM | 5M | 10K | NONE |
Tyler Technologies Inc | COM | 3M | 6K | NONE |
Union Pacific Corp | COM | 8M | 34K | NONE |
UnitedHealth Group Inc | COM | 15M | 30K | NONE |
VERIZON COMMUN | COM | 7M | 170K | NONE |
VISA INC | COM CL A | 5M | 18K | NONE |
Valvoline Inc | COM | 2M | 45K | NONE |
Veeva Systems Inc | CL A COM | 9M | 50K | NONE |
WEC Energy Group Inc | COM | 4M | 46K | NONE |
Walmart Inc | COM | 11M | 159K | NONE |
West Pharmaceutical Services I | COM | 9M | 26K | NONE |
YUM BRANDS INC | COM | 4M | 30K | NONE |