Duncan Rolph, CFP®

Principal @ box3 capital

About

I bring over 25 years of experience in wealth management and alternative investments, with a long track record of advising ultra-high-net-worth families and family offices. Prior to co-founding box3 capital, I was the Managing Partner and majority shareholder of one of the nation's top 50 fastest-growing RIAs—an achievement that culminated in a successful private equity exit in 2022. I’m a graduate of Northwestern University and hold an MBA from the University of Chicago Booth School of Business. I’ve been named one of Barron's Top 100 Advisors and featured in Forbes, CNBC, and the Wall Street Journal. My expertise spans the full spectrum of alternative investments, from private equity and private credit to real assets, always with a focus on long-term value creation and alignment with investors. Outside of the office, I’m committed to making a meaningful impact. I serve on the board of the Santa Monica Education Foundation and have completed more than five family volunteer trips through Globe Aware, serving communities in Cambodia, Vietnam, Peru, Costa Rica, and the Philippines. When I’m not working with founders or giving back, you’ll likely find me on a mountain bike trail, backpacking deep into the wilderness, or backcountry skiing. My wife and I are proud parents of three children.

Country

United States

City

Los Angeles Metropolitan Area

Industry

Investment Management

Skill

Asset Allocation, Investments, Financial Advisory, Portfolio Management, Hedge Funds, Equities, Wealth Management, Investment Advisory, Venture Capital, Alternative Investments, Investment Management, Due Diligence, Financial Modeling, Asset Management, Investment Strategies, Valuation, Asset Managment, Manage Client Relationships

Experience

Principal

box3 capital

2024 - Present · 2 yrs

Los Angeles, California, United States

box3 capital is a private investment firm focused on acquiring and scaling middle market businesses with strong cash flow and long-term growth potential. We leverage 25+ years of experience advising ultra-high-net-worth families to invest in companies with high margins, tax efficiency, and strategic upside through operational improvement.

Board Member

Linen Fresh Laundry

2024 - Present · 2 yrs

Phoenix, Arizona, United States

Linen Fresh is the fastest-growing laundromat operator in the U.S., with locations across the South and Southwest. We combine spotless facilities, reliable service, and a welcoming atmosphere to deliver a cleaner, easier laundry experience for families, neighbors, and local businesses.

Member

TIGER 21

2023 - Present · 3 yrs

Los Angeles, California, United States

Board Member

Composition Wealth

2022 - Present · 4 yrs

Los Angeles, California, United States

Managing Partner/Owner

Composition Wealth

2011 - Present · 15 yrs

Greater Los Angeles Area

Miracle Mile Advisors is an independent, award-winning, registered investment advisory firm. We are fiduciaries focused on providing best-in-class guidance, advice, and technology tailored to evolve with our clients over time.

Managing Director

Convergent Wealth Advisors

2008 - 2011 · 3 yrs

Greater Los Angeles Area

Partner and Managing Director in the Los Angeles Office responsible providing investment advice to ultra affluent families, foundations, and institutions. Advised clients ranging from $2M to $500+M.

Vice President

Bel Air Investment Advisors

2004 - 2008 · 4 yrs

Vice President for an investment advisory team managing over $1.5B in assets for high net worth families and private foundations.

Co-Founder, CEO

DealerSource, Inc.

1999 - 2003 · 4 yrs

Co-founded a venture backed software company that provided supply-chain collaboration capabilities and device intelligence to the printing industry. Sold company to Imaging Portals, another software company in the space.