Investments
1Portfolio Exits
1About Rochester Advisors
Rochester Advisors is a boutique investment firm specializing in assisting ultra-high net worth families with their investments and other complex financial aspects. Its services include developing investment strategies, overseeing tax planning, legal compliance, governance and risk management.
Rochester Advisors Headquarter Location
Rochester Advisors Investments
1 Investments
Rochester Advisors has made 1 investments. Their latest investment was in CodeStreet as part of their Growth Equity on January 1, 2015.
Rochester Advisors Investments Activity
Date | Round | Company | Amount | New? | Co-Investors | Sources |
|---|---|---|---|---|---|---|
1/21/2015 | Growth Equity | CodeStreet | Yes | 1 |
Date | 1/21/2015 |
|---|---|
Round | Growth Equity |
Company | CodeStreet |
Amount | |
New? | Yes |
Co-Investors | |
Sources | 1 |
Rochester Advisors Portfolio Exits
1 Portfolio Exit
Rochester Advisors has 1 portfolio exit. Their latest portfolio exit was CodeStreet on March 02, 2016.
Date | Exit | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Acquirer | Sources |
|---|---|---|---|---|---|
3/2/2016 | Acquired | 1 |
Date | 3/2/2016 |
|---|---|
Exit | Acquired |
Companies | |
Valuation | |
Acquirer | |
Sources | 1 |
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