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ROSSMORE PRIVATE CAPITAL, LLC
CRD 288453 · SEC 801-110562
628 HEBRON AVENUE, SUITE 306, GLASTONBURY, CT, 06033, United States
Phone
860-200-6079
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.92B
Discretionary AUM
$1.75B
Team
10 total employees; 7 advisory reps; 322 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees; FEES FOR TRUSTEE SERVICES (A PERCENTAGE OF ASSETS UNDER TRUST)
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSOME PARTNERS OF ROSSMORE PROVIDE TRUSTEE SERVICES, SERVE AS EXECUTOR, OR AS AGENT UNDER POA.
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 63 | $24.4M |
| High net worth individuals | 190 | $1.75B |
| Pension/profit sharing plans | 1 | $2.3M |
| Charitable organizations | 10 | $12.5M |
| Corporations/business entities | 11 | $129.6M |
States served
CA, ME, MA, MN, MT, NJ, NY, PA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD