What Rockstead Capital Group does

Rockstead Capital Group is a Singapore-headquartered wealth and investment management firm founded in 2005 by Lester Tay, operating as a Licensed Fund Management Company (LFMC) under a Capital Markets Services license from the Monetary Authority of Singapore and as an exempt financial advisor under Section 20(1)(d) of Singapore's Financial Advisers Act. The firm serves accredited and institutional investors in Singapore — extending its family office and UHNW network across Malaysia, Indonesia, Vietnam, China, India, the UK, Germany, Australia, the US, and Canada — through three integrated lines: fund management, External Asset Management (EAM)/wealth management, and family office advisory.

The fund management platform comprises six vehicles — Rockstead Private Credit Fund, Rockstead Quant Fund, Rockstead Alpha Fund, Rockstead Advantage Series Fund, Rockstead Resilience Fund, and the Fixed Income Fund Series I and II — supported by a proprietary Portfolio Construction Framework that targets risk-adjusted returns (with family-office mandates reportedly achieving Sharpe ratios around 2) and a cap of 15% maximum drawdown. The Rockstead Quant Fund applies data-driven, multi-strategy quantitative models with tactical allocation across FX and equity indices. EAM and wealth management provide consolidated advisory, portfolio construction, insurance solutions, and trust and estate planning; family office advisory is structured around three pillars (Protect, Prepare, Prosper) and covers succession planning, cross-border structuring, and exclusive private-market access.

Revenue is generated through recurring asset-based management and advisory fees on approximately S$1.6 billion in AUM (as of latest reports), distributed exclusively through a direct, senior-led relationship management model — augmented by strategic alliances with six leading banks and financial institutions formalized in 2018. Pricing, minimums, and terms are negotiated bilaterally and not publicly disclosed, reflecting the bespoke, qualified-investor-only distribution permitted under Sections 304 and 305 of Singapore's Securities and Futures Act.

Name

Rockstead Capital Group

Legal name

Rockstead Capital Private Limited

Website

https://rockstead.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

11–50 employees

Short description

Singapore-headquartered Licensed Fund Management Company founded in 2005, serving accredited and institutional investors across Asia-Pacific with proprietary fund products, External Asset Management, and family office advisory, managing approximately S$1.6 billion in AUM.

Ownership category

akta.pro rank

Product category

Private Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industries

Private Client/High-Net-Worth Advisory (FSAEAAAN), Corporate Trust Services (Trustee, Agent & Escrow Roles) (FSAEAKAB)

Keywords

• Private wealth management
• Fund management services
• Family office advisory
• External asset management
• Investment advisory services

Headquarters

HQ city

Singapore

HQ country

Singapore

HQ region

Asia

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Fund Management: Revenue generated from managing proprietary funds including Rockstead Private Credit Fund, Rockstead Quant Fund, Rockstead Alpha Fund, Rockstead Advantage Series Fund, Rockstead Resilience Fund, and Fixed Income Fund Series I and II. Fees are charged to accredited and institutional investors for asset management services.
2. Wealth Management / External Asset Management (EAM): Comprehensive wealth management services providing end-to-end solutions including investment advisory, portfolio management, insurance solutions, wealth and estate planning, and trust structures. Revenue derived from advisory fees and asset-based charges for HNW and UHNW clients.
3. Family Office Advisory: Bespoke family office advisory services for HNW and UHNW families globally, offering exclusive investment opportunities, strategic guidance, and tailored solutions. Services include wealth preservation, succession planning, and legacy management.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Rockstead Capital Group is a Singapore-based wealth and investment management firm that manages proprietary funds (including the Private Credit Fund, Quant Fund, Alpha Fund, Advantage Series Fund, Fixed Income Fund Series I and II, and Resilience Fund), provides External Asset Management (EAM) wealth management, and delivers bespoke family office advisory services. Services are offered exclusively to accredited investors, HNW/UHNW individuals, family offices, and institutional investors primarily in Singapore and across Asia-Pacific.

Product overview

Rockstead Capital Group is a Singapore-based wealth and investment management firm offering a suite of fund management products alongside advisory services. The core product portfolio includes the Rockstead Private Credit Fund (private credit with monthly income focus), Rockstead Quant Fund (quantitative multi-strategy), Rockstead Alpha Fund, and Rockstead Advantage Series Fund. These are complemented by External Asset Management (EAM), Family Office Advisory, and Wealth Management services that integrate institutional investment discipline with bespoke client solutions.

Differentiator

Problem solved

Functional benefit

Brands

• Rockstead Private Credit Fund: A fund designed to deliver stable monthly income through disciplined and risk-managed investments in high-quality private corporate debt instruments, targeting 0.6% monthly dividend distribution.
• Rockstead Quant Fund
• Rockstead Alpha Fund
• Rockstead Advantage Series Fund
• Rockstead Fixed Income Fund
• Rockstead Resilience Fund

Products and services

• Rockstead Private Credit Fund (RPCF) A private credit fund designed to deliver stable monthly income through disciplined, risk-managed investments in high-quality private corporate debt instruments, targeting a 0.6% monthly dividend distribution with no lock-in period and no redemption penalties.
• Rockstead Quant Fund (RQF) A data-driven investment fund utilizing advanced quantitative models, tactical multi-asset class allocation, and disciplined rules-based execution with integrated risk management for long-term growth and resilience.
• Rockstead Alpha Fund (RAF) A flagship fund strategy launched in 2024, designed to create value through disciplined innovation.
• Rockstead Advantage Series Fund A fund launched in 2025 to mark Rockstead Capital's 20th anniversary, representing forward momentum and a commitment to multi-generational wealth.
• Rockstead Fixed Income Fund Series I and II Fixed income fund series (Series I and II) launched between 2016 and 2018 to deliver consistent, risk-adjusted returns through fixed income investments.
• Rockstead Resilience Fund A fund focused on well-structured trade finance transactions to deliver resilient returns.
• External Asset Management (EAM) An External Asset Management model integrating private banking infrastructure, family office strategic lens, and institutional fund manager discipline into a cohesive solution designed around HNW and UHNW clients.
• Wealth Management End-to-end wealth management integrating insurance solutions, wealth and estate planning, and trust structures into a cohesive strategy with disciplined asset protection and optimization for HNW/UHNW clients.
• Family Office Advisory Comprehensive and bespoke family office advisory services for HNW and UHNW families globally, covering exclusive investment opportunities, strategic guidance, succession planning, and tailored solutions built on three pillars: Protect, Prepare, and Prosper.

Quantifiable outcome

• AUM of S$1.6 billion under leadership, having surpassed S$1 billion milestone in 2024
• +3 more outcomes

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• Six Leading Banks and Financial InstitutionscoreStrategic or Co-development Partner · 1 January 2018Rockstead established strategic alliances with six leading banks and financial institutions in 2018 as part of the External Asset Management (EAM) Desk and Family Office launch. These partnerships strengthened the firm's ecosystem and reflected its commitment to partnership and excellence in delivering comprehensive wealth management solutions.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Banyan Family Office: Singapore-based multi-family office offering independent wealth advisory, portfolio management, and cross-border wealth planning to UHNW families — closely mirrors Rockstead's family office advisory and EAM model.
• Lighthouse Canton: Singapore-headquartered independent wealth and asset manager providing discretionary portfolio management, fund management, and family office services across Asia — directly comparable in product mix, regulatory standing, and client segments.
• Raffles Family Office: Singapore multi-family office with independent advisory, VCC structuring, and fund management for UHNW Asian families — competes head-to-head in family office mandates and VCC setup work.
• Novaa Wealth Management: Singapore independent External Asset Manager offering bespoke portfolio construction, advisory, and wealth planning for HNW clients — a near-identical EAM-style value proposition.
• Kamet Capital Partners: Singapore-licensed fund management company serving institutional and accredited investors with multi-strategy portfolios — closely comparable in fund product suite and MAS-regulated distribution.
• Carret Private: Singapore-headquartered independent wealth management firm serving Asian HNW and family-office clients with portfolio advisory and customised investment solutions — direct competitor in the regional UHNW advisory market.
• BlueGrace Capital Group: Singapore-based independent asset manager offering fund management and wealth advisory to accredited investors and family offices — directly comparable in product offerings and regulatory licensing.
• IG Wealth (Singapore): Singapore-licensed independent wealth manager providing EAM-style advisory and fund products to HNW/UHNW clients in Asia — overlaps materially on client segments, services, and distribution channels.
• Argyle Capital Partners: Boutique Singapore fund manager and wealth advisor running proprietary strategies and discretionary portfolios for accredited investors — comparable firm scale and product positioning.

Emerging players

• Argentum Capital Partners: Singapore-based independent wealth and fund management firm serving HNW clients with discretionary mandates and proprietary products — adjacent competitor with overlapping Asian distribution footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights8 records

Customer concentration

• LinkedInlinkedin.com/company/rockstead-capital

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Rockstead Capital Group