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ROSE CAPITAL ADVISORS, LLC
CRD 173054 · SEC 801-80385
119 WASHINGTON AVENUE, SUITE 400, MIAMI BEACH, FL, 33139, United States
Phone
305-534-7673
Fax
305-534-2761
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$608.3M
Discretionary AUM
$485.2M
Team
14 total employees; 9 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersFINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 131 | $30.6M |
| High net worth individuals | 232 | $571.8M |
| Charitable organizations | 12 | $5.9M |
States served
VT, AZ, CA, GA, IN, LA, MA, NJ, NY, OH, PA, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD