DESERT ROSE CAPITAL MANAGEMENT, INC.

CRD 154331 · SEC 801-124883

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2929 W. NAVIGATOR DRIVE, STE. 320, MERIDIAN, ID, 83642, United States

Phone

208 297-2710

Fax

208-209-6014

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$192.1M

Discretionary AUM

$191.9M

Team

22 total employees; 10 advisory reps

Clients

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-20

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	687	$68.4M
High net worth individuals	36	$51.9M
Pooled investment vehicles	1	$37.5M
Pension/profit sharing plans	2	$234K
Other investment advisers	9	$34.1M

States served

AL, AZ, AR, CA, CO, DE, DC, GA, ID, IL, KS, KY, LA, MD, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, FL, SD

All web addresses on file

HTTP://WWW.DESERTROSECAPITAL.COM
https://www.linkedin.com/company/desertrosecapital
https://x.com/desertrosecap
https://www.youtube.com/@DesertRoseCapitalManagement

Official SEC filing: View on IAPD