DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Rock Creek Group LLC

Other adviserWashington, District of ColumbiaCRD 125409SEC 801-61844websiteIAPD
Latest filing May 29, 2026
First filing on the tape Mar 30, 2012 · 33 filings
SEC status approved since Mar 10, 2003
RAUM
$18B
reported, Item 5.F
Discretionary
77%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
62
26 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
12
reported on Schedule D
History
33 filings and snapshots on the tape
RAUM$18B as of May 29, 2026
Mar 30, 2012$7.3B then
HNW client RAUM$0 as of May 29, 2026
Mar 29, 2018$0 then
State-registered IARs (5.B.3)0 as of May 29, 2026
Mar 30, 20120 then
Employees (5.A)62 as of May 29, 2026
Mar 28, 201350 then
Private funds12 as of May 29, 2026
Mar 30, 20126 then
RAUM +4.8% over the last fiscal year+5.3% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 29, 2026; every figure names its basis
Archetypes, each a printed rule
  • Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$283MderivedRAUM over accounts (5.F.2.f)
Discretionary
77%derivedof RAUM
Institutional
63%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived2 offices incl. principal (1.F.5)
RAUM growth, one year
+4.8%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, fixed fees, performance-basedreportedItem 5.E
Advisory activities
portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, otherreportedItem 5.G
Custody
$1.6B, 7 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • State and municipal entities$8.7B62%
  • Pooled investment vehicles$2.5B18%
  • Charitable organizations$2.3B16%
  • Pension and profit-sharing plans$536M3.8%
  • Investment companies$86.7M0.6%
  • Insurance companies$33.7M0.2%
Individual clients
0reported
HNW clients
0reported
Pension plan clients
4reported
Charitable clients
10reported
Accounts
65reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$1.6B for 7 clientsreported
Compensation
% of AUM, fixed, performancereported
Class basis
private_client_share=0.0 fund_share=0.14 institutional_share=0.63 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Private funds
      49 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      Woodley Park Nj, L.P.Hedge Fund$1.0B2Jan 2, 2013
      Georgetown Multi Strategy Fund Series LLCno longer reportedHedge Fund$812M6Mar 31, 2017
      Adirondack Emerging Markets Fund, LPno longer reportedOther Private Fund$565M2Feb 20, 2014
      Mozarkite Emerging Markets Fund, L.P.Hedge Fund$434M2Mar 30, 2012
      Georgetown Opportunistic Fund Series LLCPrivate Equity Fund$420M32Nov 23, 2016
      Texas Emerging Managers Long Only Program, LPHedge Fund$414M2Mar 31, 2017
      Anchor6 Offshore Fund Limitedno longer reportedHedge Fund$370M1Jan 2, 2013
      Two Harbors Fund, Ltd.Hedge Fund$366M2Mar 30, 2012
      Texas Emerging Managers Hedge Fund Program, L.P.Hedge Fund$290M2Jan 2, 2013
      Limestone Emerging Markets L.P.no longer reportedOther Private Fund$227M2Jan 2, 2013
      Mount Royal Emerging Markets Fund, Ltd.no longer reportedOther Private Fund$225M1Mar 31, 2015
      Tordesillas Latin America Master Fund, Ltd.no longer reportedOther Private Fund$215M14Nov 23, 2016
      Georgetown Diversified Fund, Ltd.Hedge Fund$195M7Mar 30, 2012
      Kenwood Fund Ltd.Hedge Fund$173M1Jan 2, 2013
      Tordesillas Latin America Offshore Fund, Ltd.no longer reportedOther Private Fund$155M7Nov 23, 2016
      Glen Echo Fund, Ltd.Hedge Fund$135M1Feb 20, 2014
      Crptf-Rockcreek Emerging Manager Partnership, L.P.Private Equity Fund$106M2Mar 31, 2023
      Georgetown Fund (E), Ltd.Hedge Fund$97.3M7Mar 30, 2012
      1837 Emerging Markets Equity Fund, Ltd.Hedge Fund$95.1M2Nov 23, 2016
      Rock Creek Fort Reno Series LLC -- Verizon Gmo Seriesno longer reportedHedge Fund$60.3M1Apr 29, 2013
      Tordesillas Latin America Fund (US), LPno longer reportedOther Private Fund$59.8M7Nov 23, 2016
      Flour Mill Fund, Ltd.Hedge Fund$49.6M1Jan 2, 2013
      Rockcreek Community Impact Capital Fund, L.P.Other Private Fund$40.5M3Mar 31, 2022
      Prudence Crandall Fund III LLCno longer reportedHedge Fund$34.8M1Jan 2, 2013
      Rock Creek Fort Reno Series LLC -- Verizon Aspect Seriesno longer reportedHedge Fund$29.6M1Apr 29, 2013
      Georgetown Equity Alternatives Fund LLCno longer reportedHedge Fund$29.5M1Mar 31, 2017
      Rockcreek Impact Fund, L.P.Private Equity Fund$28.5M3Mar 31, 2021
      Bridgewater All Weather Strategyno longer reportedHedge Fund$28.2M1Nov 23, 2016
      Rock Creek Fort Reno Series LLC -- Verizon Western Seriesno longer reportedHedge Fund$27.1M1Feb 20, 2014
      Rock Creek Fort Reno Series LLC - Verizon-Chilton Seriesno longer reportedHedge Fund$26.1M1Mar 31, 2015
      Navigant Frontier Master Fund, LPno longer reportedOther Private Fund$23.8M4Sep 14, 2018
      Navigant Frontier Fund, Ltd.no longer reportedOther Private Fund$23.6M2Sep 14, 2018
      Rock Creek Fort Reno Series LLC - Verizon Sirios Seriesno longer reportedHedge Fund$22.6M1Mar 30, 2016
      Inclusive Futures, LPPrivate Equity Fund$17.9M1Mar 30, 2024
      Vmt Gtaa I LLCno longer reportedHedge Fund$15.9M1Apr 29, 2013
      Navigant Mena Master Fund, LPno longer reportedOther Private Fund$12.7M1Sep 14, 2018
      Navigant Mena Fund, Ltd.no longer reportedOther Private Fund$12.7M1Sep 14, 2018
      Rock Creek Fort Reno Series LLC - Verizon-Aqr Seriesno longer reportedHedge Fund$9.4M1Mar 31, 2015
      Hybrid Portfolio I, Ltd.Private Equity Fund$6.4M1Mar 30, 2016
      Rock Creek Fort Reno Series LLC -- Verizon Bridgewater Seriesno longer reportedHedge Fund$5.5M1Apr 29, 2013
      All funds of Rock Creek Group LLC
      Owners and control persons
      Schedule A and B, latest filing
      • Mashayekhi Afsaneh Beschloss · Founder And Ceocontrol
        since 07/2003 · owns less than 5%
      • Mashayekhi Afsaneh Beschloss · Trusteecontrol
        since 03/2006 · owns F of Woodland Trust IV
      • Mashayekhi Afsaneh Beschloss · Managercontrol
        since 07/2003 · owns F of The Rock Creek Group, LLC
      • Mashayekhi Afsaneh Beschloss · General Partnercontrol
        since 03/2012 · owns F of Rock Creek Group Management Equity Plan LP
      • R. Michael Beschloss · Trusteecontrol
        since 01/2006 · owns F of Woodland Trust I
      • Maryam Mashayekhi · Trusteecontrol
        since 03/2006 · owns F of Woodland Trust IV
      • Maryam Mashayekhi · Trusteecontrol
        since 01/2006 · owns F of Woodland Trust I
      • Maryam Mashayekhi · Trusteecontrol
        since 03/2019 · owns F of Woodland Trust Viii
      • Mina Mashayekhi · Trusteecontrol
        since 01/2006 · owns F of Woodland Trust I
      • Meryl Sherri Rossoff · Chief Compliance Officer, General Counsel, & Managing Director
        since 03/2006 · owns less than 5%
      Entity owners
      • Rock Creek Group Management Equity Plan LP · Limited Partner
        direct · owns 25% to 50%
      • The Rock Creek Group, LLC · General Partner
        direct · owns less than 5%
      • Woodland Trust IV · Member
        indirect · owns 75% or more of The Rock Creek Group, LLC
      • Woodland Trust I · Limited Partner
        direct · owns 10% to 25%
      • Woodland Trust IV · Limited Partner
        direct · owns 10% to 25%
      • Woodland Trust Viii · Limited Partner
        direct · owns 10% to 25%
      Related persons
      Schedule D 7.A
      • Crptf - Rockcreek Emerging Manager Gp, LLC
        pooled vehicle sponsorn
      • Inclusive Futures Gp, LLC
        pooled vehicle sponsorn
      • Rock Creek Mozarkite Emerging Markets Gp LLC
        pooled vehicle sponsorn
      • Rock Creek Spring Valley Opportunities Onshore Fund Gp, LLC
        bankpooled vehicle sponsorn
      • Rockcreek (Canada) Adviser, Inc.
        investment advisern
      • Rockcreek Community Impact Capital Gp, LLC
        pooled vehicle sponsorn
      • Rockcreek Impact Fund Gp, LLC
        bankpooled vehicle sponsorn
      • Texas Emerging Managers Gp LLC
        bankpooled vehicle sponsorn
      Advisers that list Rock Creek Group LLC as a related person
      Offices
      Schedule D 1.F, the 25 largest
      • New York, NY4 employees
      • Chicago, IL
      ADV anomalies
      1 against comparable advisers; where to look, not conclusions
      • unusually large average accountStatic outlier · filing May 29, 2026
        RAUM per account of $282,840,123 against a peer median of $33,337,519 (65 comparable advisers, 98.0th percentile, 5.9 robust deviations)
        peers: other advisers, $5B to $20B (65) · 98% percentile
      What changed
      consecutive filings, newest first
      • Business name · THE ROCK CREEK GROUP, LP to ROCK CREEK GROUP LLC
        Mar 31, 2026 to May 29, 2026
      • Legal name · THE ROCK CREEK GROUP, LP to ROCK CREEK GROUP LLC
        Mar 31, 2026 to May 29, 2026
      • Organization form · Limited Partnership to Limited Liability Company
        Mar 31, 2026 to May 29, 2026
      • Accounts · 64 to 65
        Mar 31, 2025 to Mar 31, 2026
      • Advisory employees · 28 to 26
        Mar 31, 2025 to Mar 31, 2026
      • Charity clients · 12 to 10
        Mar 31, 2025 to Mar 31, 2026
      • Pension plan clients · 3 to 4
        Mar 31, 2025 to Mar 31, 2026
      • Pooled vehicle clients · 17 to 12
        Mar 31, 2025 to Mar 31, 2026
      • Assets in custody · $1.4B to $1.6B
        Mar 31, 2025 to Mar 31, 2026
      • Employees · 65 to 62
        Mar 31, 2025 to Mar 31, 2026
      • Private funds · 17 to 12
        Mar 31, 2025 to Mar 31, 2026
      • Discretionary RAUM · $14B to $14B
        Mar 31, 2025 to Mar 31, 2026
      • Non-discretionary RAUM · $3.7B to $4.1B
        Mar 31, 2025 to Mar 31, 2026
      • Pension RAUM · $430M to $536M
        Mar 31, 2025 to Mar 31, 2026
      • Pooled vehicle RAUM · $3.0B to $2.5B
        Mar 31, 2025 to Mar 31, 2026
      • RAUM · $18B to $18B
        Mar 31, 2025 to Mar 31, 2026
      • Accounts · 61 to 64
        Dec 17, 2024 to Mar 31, 2025
      • Advisory employees · 29 to 28
        Dec 17, 2024 to Mar 31, 2025
      • Advisory activities · 3 to 4
        Dec 17, 2024 to Mar 31, 2025
      • Charity clients · 10 to 12
        Dec 17, 2024 to Mar 31, 2025
      • Assets in custody · $1.5B to $1.4B
        Dec 17, 2024 to Mar 31, 2025
      • Employees · 71 to 65
        Dec 17, 2024 to Mar 31, 2025
      • Financial planning clients · unset to
        Dec 17, 2024 to Mar 31, 2025
      • Other offices · 2 to 1
        Dec 17, 2024 to Mar 31, 2025
      • Discretionary RAUM · $14B to $14B
        Dec 17, 2024 to Mar 31, 2025
      • Non-discretionary RAUM · $3.8B to $3.7B
        Dec 17, 2024 to Mar 31, 2025
      • Pension RAUM · $525M to $430M
        Dec 17, 2024 to Mar 31, 2025
      • Pooled vehicle RAUM · $3.8B to $3.0B
        Dec 17, 2024 to Mar 31, 2025
      • RAUM · $18B to $18B
        Dec 17, 2024 to Mar 31, 2025
      • Accounts · 60 to 61
        Mar 30, 2024 to May 3, 2024
      • Non-discretionary RAUM · $2.5B to $3.8B
        Mar 30, 2024 to May 3, 2024
      • RAUM · $16B to $18B
        Mar 30, 2024 to May 3, 2024
      • Advisory employees · 26 to 29
        May 1, 2023 to Mar 30, 2024
      • Charity clients · 7 to 10
        May 1, 2023 to Mar 30, 2024
      • Pension plan clients · 5 to 3
        May 1, 2023 to Mar 30, 2024
      • Pooled vehicle clients · 20 to 17
        May 1, 2023 to Mar 30, 2024
      • Assets in custody · $2.0B to $1.5B
        May 1, 2023 to Mar 30, 2024
      • Employees · 70 to 71
        May 1, 2023 to Mar 30, 2024
      • Other offices · 1 to 2
        May 1, 2023 to Mar 30, 2024
      • Private funds · 20 to 17
        May 1, 2023 to Mar 30, 2024
      Signals
      No event on the tape.
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/the-rock-creek-groupreportedpublic record, Form ADV, Sep 17, 2026
      Website
      rockcreeketfs.comreportedpublic record, Form ADV, Sep 17, 2026
      Principal office phone
      202-331-3400reportedpublic record, Form ADV, May 29, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Other adviserderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026