CRD: 161597
Rowayton Investment Advisors
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- Custodian
- Charles Schwab & Company · Deutsche Bank · Goldman Sachs
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-24-2012
- Office Locations
- 1
Office Locations
About Rowayton Investment Advisors
Multi-asset OCIO and fiduciary management platform delivering custom portfolios across public and private markets via internal and external strategies. Uses a proprietary strategic asset allocation and portfolio construction framework to monitor risk and adapt to market shifts. Open-architecture external manager platform with stringent selection criteria, backed by 325+ multi-asset investment professionals. Serves institutional investors seeking lower cost and reduced operational burden.
Team overview
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Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
DUNCAN STEWART ROWLAND SR
Principal
- CRD
- #406168
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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