Aaron
Mbakwe

Roc Partners (Us) LLC

CRD#8018555
Investment Advisor
in New York, NY

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About this Advisor

Aaron Mbakwe is a financial advisor based in New York, New York, working with Roc Partners (Us) LLC. Aaron has previously held positions at Columbia Business School, Roc Partners Pty LTD, Credit Suisse Pty LTD, J.P. Morgan, Roc Partners (Us) LLC, and Canguru Capital Advisors. Aaron has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Aaron is part of Roc Partners (Us) LLC, which operates out of New York, New York. The firm has 1 office and 1 employee. Roc Partners (Us) LLC manages assets totaling $100.4 million and offers other services. The fee structure at Roc Partners (Us) LLC includes performance-based and other fees.

Certifications and Registrations

Series 65

Services Offered

Other

Fee Structure

Performance-based Fees, Others

Office Location

250 Park Avenue Level 7
New York, NY 10177

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Roc Partners (Us) LLC Brokerage Details

Total Assets Under Management

$100,449,632

Total Number of Employees

1

Total Number of Accounts

6

Average Account Size

$16,741,605

Investment Advisory Services

  • Other

Aaron Mbakwe Work History

2024 - Present (1 year)

Roc Partners (Us) LLC

2024 - 2024 (< 1 year)

Canguru Capital Advisors

2022 - 2024 (2 years)

Columbia Business School

2019 - 2022 (3 years)

Roc Partners Pty LTD

2016 - 2019 (3 years)

Credit Suisse Pty LTD

2015 - 2016 (1 year)

J.P. Morgan

Disclosures

Please visit the SEC profile of Aaron Mbakwe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Roc Partners (Us) LLC

Aaron Mbakwe
New York, NY
Michael Lukin
Sydney Nsw,

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