Curtis Mitchell Rocca

Employer firm

Dca Family Office, LLC CRD 322047

$120M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Portfolio management (institutions)
• Selection of other advisers
• FAMILY OFFICE SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2022 → Present
  Dca Family Office, Llc
  Roseville, CA
• 02/2002 → Present
  Dca Partners, Llc
  Roseville, CA
• 01/2005 → Present
  Dca Management Company, Inc.
  Roseville, CA

Other Businesses

DCA Partners, LLC - Merger and Acquisition Advisory Firm; Partner; 01/2001; Mr. Rocca is primarily responsible for overseeing the strategic direction and providing mentorship to other team members and spends approximately 30 hours or less per month (or 20% of his time) conducting such activities during business hours. DCA Management Company, Inc. - Private Equity Fund Management Company; Partner; 01/2005; Mr. Rocca oversees the firm's activities and participates in the firm's Investment Committee, and spends approximately 60 hours per month (or less than 40% of his time) conducting such activities during business hours. JP Rocca Real Estate and Design Services, LLC - Personal Real Estate Investment; Partner; 07/2015; Mr. Rocca Assists his wife, who is the primary operator, with managing their personal residential and agricultural investments and spends approximately 8 hours or less per month (or less than 10% of his time) conducting such activities outside business hours. Cordant Health Solutions - Portfolio company managed by DCA Management Company, Inc.; provider of toxicology and drug testing services; Board member; 04/2023. Mr. Rocca Assists spends approximately 5 hours or less per month (or less than 10% of his time) conducting such activities during business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-15

Other Names

• Curtis Mitchell Rocca
• Curt Rocca
• Curtis M. Rocca