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Jonathan Michael Beach

Investment adviser representative at Rockland Capital, LP
13 yearsExperience
1 stateRegistered in
$4.4BFirm assets
14 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

13 years in the industry.

  1. Rockland Capital, LLCJul 2013 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001

State registrations

Registered as an investment adviser representative in 1 state (TX).

Rockland Capital, LP

$4.4BAssets managed
10Clients
5Advisers
14 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4424985
Firm CRD
156791
Advisor's SEC record (opens in a new tab)
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