Rocket Capital Management, L.L.C.

Rocket Capital Management serves individuals, business owners, pension and profit‑sharing plans, trusts, estates, and charitable organizations, including high‑net‑worth and non‑HNW individual clients. The firm provides discretionary portfolio management, acts as a sub‑advisor to other brokerage and advisory firms, and distributes a periodic newsletter to clients and prospective clients.

The firm’s investment process focuses on small‑cap growth equities and uses a formal "ROCKET" workflow that screens roughly 1,500 chart patterns weekly and applies both technical and fundamental analysis to select positions. Portfolios are typically concentrated (around 20–30 names across sectors), managed on a discretionary basis under limited power of attorney, and trades are frequently aggregated and executed as block or “step‑out” transactions to seek best execution and avoid accounts competing with one another.

What is distinctive about the firm is its involvement with pooled investment vehicles and fee arrangements that are less common among peers: it serves as general partner and adviser to a private fund that charges performance‑based fees, and it also sponsors a wrap fee program while continuing to act as a sub‑advisor. The combination of a small advisory team managing about $32 million, a specialized small‑cap research process, regular client periodicals, and active roles across retail accounts, wrap programs, and a private fund sets the firm apart from many similarly sized supported advisors.