ROCKPOOL INVESTMENTS LLP

Building wealth through direct investment into private companies

Join our growing network of investors who enjoy the
benefits of investing in private companies with the
reassurance of thorough due diligence.

PRIVATE COMPANIES

AN ESSENTIAL ASSET ALLOCATION

ROCKPOOL INVESTMENTS LLP

PRIVATE COMPANIES

AN ESSENTIAL ASSET ALLOCATION

This unique asset class is uncorrelated to the main markets and adds diversity and value to a broader portfolio. We source a flow of investment opportunities in established and profitable private companies and offer access to these via our Private Equity and Private Debt Portfolio Services.

"I invest with Rockpool because they generate smart private equity opportunities, underpinned by proven growth strategies, strong market intelligence and an outstanding investment team."
Geoff – Retired accounting partner – Investor since 2019

OUR STRATEGY

OUR STRATEGY

We seek out profitable and growing businesses which offer great value for investors without the risk level of start-ups. Every transaction undergoes thorough due diligence, delving into every detail of the business.

To become part of our portfolio, a company must have a proven business model, an experienced management team and annual revenues of £5m-£30m. Not large enough to attract traditional private equity funds or strategic buyers, these companies are ready to embark on the journey to get there. They just need patient capital and some help to professionalise.

We seek out profitable and growing businesses which offer great value for investors without the risk level of start-ups. Every transaction undergoes thorough due diligence, delving into every detail of the business.

To become part of our portfolio, a company must have a proven business model, an experienced management team and annual revenues of £5m-£30m. Not large enough to attract traditional private equity funds or strategic buyers, these companies are ready to embark on the journey to get there. They just need patient capital and some help to professionalise.

£675m+

INVESTED

£605m+

TOTAL RETURNED

£330m+

UNDER MANAGEMENT

WE OFFER A VARIETY OF INVESTMENT SOLUTIONS & SERVICES

Investing in private companies can be tax-efficient and our range of services is designed to meet different investment needs. From passing wealth to the next generation, to adding diversity to ISA and retirement portfolios, we can help provide the right investment route for you.

The tax benefits of investing in private companies depend on personal circumstances, on the circumstances of each company and on rules and regulations. All of these could change, removing tax benefits that were expected.

GROWTH
EQUITY

Invest in well-established businesses aiming to grow rapidly for capital gains of around 300% over a 5-year period.

PRIVATE
DEBT

Lend to profitable businesses with strong equity backing for high yields and a share in capital growth.

ESTATE
PLANNING

Protect your wealth for the next generation.

ROCKPOOL
SIPP

Enhance your pension returns.

ROCKPOOL
IFISA

Enjoy tax free savings and attractive returns.

RISK WARNING

Your capital will be at risk and there is no guarantee of any investment return. The value of investments may go down and you could lose all of your investment. Private company investments are not listed on any market, and this means that you may not be able to sell them when you want to do so. This sort of investment does not provide a reliable source of income. The tax benefits of private company investing depend on your personal circumstances and on compliance with the relevant rules which may be subject to change. Past performance is not a reliable indicator of future results. We do not provide investment, tax or legal advice.

CONTACT US

10 Bressenden Place
Victoria, London
SW1E 5DH

T:  0203 8548 100

E: team@rockpool.uk.com