NorthRock Partners is a family office - multi based in Minneapolis, United States, founded in 2010. Verified contact details, AUM data, and investment preferences on FindLPs.
NorthRock Partners is an wealth advisory firm that provides integrated financial services to affluent and emerging affluent clients. The firm specializes in wealth management, tax preparation, estate planning, and caters to the specific needs of executives, business owners, athletes, entertainers, and family offices. Services Offered: - Wealth Management: Investment strategy, global asset allocation, and complete asset management. - Tax Services: Comprehensive tax planning, investment tax strategies, and trust and estate services. - Estate Planning: Business succession planning, legal document review, and trust management. - Corporate Executive Planning: Executive compensation planning, tax preparation, employer benefits, and contract negotiation. - Athletes & Entertainers: Financial management, banking, bill payment, branding, contract support, and concierge services. - Business Owners & Entrepreneurs: Business plan review, payroll, HR support, bookkeeping, and succession planning. - Charitable Giving: Foundation management, compliance oversight, giving strategies, and international grantmaking. - Family Office Support: Staffing, payroll, HR, and property management. - Tax Preparation & Advice: Comprehensive tax preparation, deduction planning, and small business consulting. - Investments: Investment strategy, complete asset management, and due diligence. - Financial Advice: Banking and bill payment, tax management, insurance planning, and employer benefits planning.
Investment types: IPOs, Joint Venture/Partner, Listed Equities, Philanthropy
Sectors & themes: Banking, Commercial & Professional Services, Finance, Financial Services, High-Level Sectors, Insurance Services, Non-Profit, Professional Business Services, Real Estate, Real Estate Services & Management, Tourism & Hospitality
Preferred geographies: United States, Global, Europe
Location: 225 South Sixth Street\nSuite 1400\nMinneapolis\nMinnesota\n55402\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.