Rock Creek

What Rock Creek does

RockCreek, legally Rock Creek Group LLC, is a privately-held SEC-registered investment adviser founded in 2002 and headquartered in Washington, DC. The firm operates as a global institutional investment manager with offices in Washington DC (1133 Connecticut Avenue NW), Chicago (410 North Michigan Avenue Suite 333), and Toronto (via RockCreek (Canada) Adviser, Inc., registered as a Portfolio Manager and Exempt Market Dealer with the Ontario Securities Commission). Founded by Afsaneh Beschloss, who continues to serve as CEO, RockCreek provides Outsourced Chief Investment Officer (OCIO) services, multi-asset class portfolio management, an Emerging Investment Partners program, and an Energy Innovation & Smart Futures focus area targeting institutional investors including pension funds, sovereign wealth funds, endowments, foundations, and family offices.

The firm offers an integrated investment platform spanning four core product lines: OCIO Services (full or partial investment management delegation), Multi-Asset Class Solutions (diversified portfolio construction), Energy Innovation & Smart Futures (energy transition and sustainable infrastructure exposure), and Emerging Investment Partners (emerging manager allocation). Supporting sub-products include the RC Incubator / Research Labs, an internal innovation initiative for new investment approaches, and The Objective Data Collective, a data platform for institutional investors. Portfolio companies span sustainable aviation (Metafuels, SkySelect), battery and semiconductor manufacturing (Forge Nano), climate technology (Infinium, Nexamp, Renewance), wood alternatives (Inventwood), geospatial LiDAR (Outsight), and resource exchange (Rheaply). The advisory board historically included Alan Greenspan (former Federal Reserve Chair, 1987-2006) and Martin L. Leibowitz (a Salomon Brothers/World Bank pioneer), both of whom have since passed away.

RockCreek generates revenue through investment advisory and management fees (a subscription/recurring revenue model) charged to institutional clients for OCIO, multi-asset class, and tailored mandate services. Pricing is not publicly disclosed and is typically negotiated as basis points on assets under management based on service scope. Go-to-market is sales-led and relationship-driven, distributed through direct institutional sales targeting pension funds, endowments, sovereign wealth funds, and family offices globally. Marketing channels include website-published quarterly commentary letters, monthly email newsletters, executive media appearances (e.g., co-CIO Alifia Doriwala on Bloomberg Markets; Afsaneh Beschloss on Wall Street Week and in interviews with David Rubenstein), and an investor login portal at apps.therockcreekgroup.com.

Name

Rock Creek

Legal name

Rock Creek Group LLC

Website

https://therockcreekgroup.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

51–100 employees

Short description

RockCreek is a Washington, DC-based SEC-registered investment management firm providing Outsourced Chief Investment Officer services, multi-asset class portfolio management, emerging investment partner programs, and energy transition investments to institutional clients including pension funds, sovereign wealth funds, endowments, and family offices.

Ownership category

akta.pro rank

Product category

Institutional Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

OCIO Providers (Outsourced CIO) (FSAAAGAH)

akta.pro secondary industries

OCIO & Multi-Asset Outsourced Portfolio Management (FSAAAJAF), Portfolio Construction & Asset Allocation Advisory (FSAEAAAC), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Institutional asset management
• Outsourced cio services
• Multi-asset class solutions
• Energy transition investing
• Emerging manager allocation

Headquarters

HQ city

Washington

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations

Revenue model

1. Investment Advisory Services: RockCreek generates revenue through investment advisory and management fees charged to institutional clients for OCIO services, multi-asset class portfolio management, and tailored investment solutions.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

RockCreek is a SEC-registered investment adviser that delivers institutional investment management services, including Outsourced Chief Investment Officer (OCIO) mandates, multi-asset class portfolio solutions, energy transition and sustainable investment strategies, and an Emerging Investment Partners program for allocating to new managers. Revenue is generated through investment advisory and management fees on assets under management across these institutional mandates.

Product overview

RockCreek is an investment adviser registered with the SEC offering a unified suite of institutional investment services. The core offerings consist of Outsourced Chief Investment Officer (OCIO) Services, Multi-Asset Class Solutions, Energy Innovation and Smart Futures investments, and the Emerging Investment Partners program. The RC Incubator/Research Labs supports internal innovation. These services work together as an integrated investment platform designed for institutional investors seeking both financial returns and sustainable/impact outcomes.

Differentiator

Problem solved

Functional benefit

Brands

• The Objective Data Collective: A data collective platform operated by RockCreek for institutional investors.
• RC Incubator

Quantifiable outcome

• Nearly two decades of experience incorporating emerging managers into portfolios across all mandates

Named customers5 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered key advisor.

• Alan Greenspankey advisorOthersFormer Federal Reserve Chairman (1987-2006) who joined RockCreek's Advisory Board. Provided guidance on global markets, economics, and public policy.
• Martin L. Leibowitzkey advisorOthersPioneer in modern finance from Salomon Brothers and World Bank days. Founding member of RockCreek Advisory Board, providing investment insights and mentorship.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Willis Towers Watson (WTW): Global advisory firm offering investment consulting and OCIO services to large pension and corporate clients — competes with RockCreek for institutional OCIO mandates.
• Mercer Investments: Global investment consulting and OCIO arm of Marsh McLennan, serving large pensions and institutions with multi-asset advisory and discretionary mandates — same OCIO buyer as RockCreek but at materially greater scale.
• Aon (Investment Solutions): Operates a large OCIO and investment consulting practice serving corporate and public pensions; competes with RockCreek for institutional OCIO mandates across multi-asset strategies.
• Russell Investments: Multi-asset investment firm with OCIO services for pensions and institutions, providing outsourced CIO capabilities directly comparable to RockCreek's core offering.

Direct peers

• NEPC: Independent investment consulting and OCIO firm focused on public pensions, endowments, and foundations — a closely comparable boutique peer to RockCreek in client type and OCIO service model.
• Cambridge Associates: Largest pure-play OCIO and investment advisory firm serving endowments, foundations, and pensions with discretionary multi-asset mandates — the closest direct competitor to RockCreek's OCIO and multi-asset solutions.
• Verus: Institutional investment consulting and OCIO provider serving pensions and nonprofits with multi-asset portfolio solutions — comparable boutique peer to RockCreek in scope and client base.
• Meketa Investment Group: OCIO and investment consulting firm serving public pensions, endowments, and foundations with multi-asset advisory mandates — directly comparable in target market and service mix.
• Aksia: Independent OCIO and investment advisory firm with a focus on alternatives for pensions, endowments, and foundations — closely comparable boutique peer to RockCreek.

Emerging players

• StepStone Group: Specializes in private markets advisory, OCIO, and fund-of-funds for institutional investors — comparable to RockCreek's emerging-manager and multi-manager allocation capabilities.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/rockcreekgroup
• LinkedInlinkedin.com/company/the-rock-creek-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries1 record

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments14 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Rock Creek