Rosasharn Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rosasharn Investment Management, LLC provides discretionary portfolio management through separately managed accounts to individuals, high-net-worth clients, and small businesses. The firm operates as a single-advisor independent adviser with a very small client base and assets under management.
The adviser follows a discretionary long/short equity and global macro approach across multiple asset classes, combining fundamental and technical analysis to identify opportunities. Strategies may include positions in domestic and international equities across a wide range of market capitalizations and use of derivatives, futures, options, and leverage as part of portfolio implementation.
Distinctive features include the use of derivatives and leveraged instruments directly in separately managed accounts and the practice of charging performance-based fees to some clients—each a configuration that is uncommon among similar solo independent firms. The firm’s principal also maintains outside consulting and gaming‑industry business activities that consume a material portion of their time, which may be relevant for prospective clients assessing advisor capacity and potential conflicts.
Client services
Expertise
Fee options
$0+: 0.40% per annum (non-qualified clients) $0+: 0.40% per annum (qualified clients)
20% of the increase in net asset value in excess of a 4% cumulative simple hurdle rate, charged annually to qualified clients
Account minimum: $50,000 for non-qualified clients, $100,000 for qualified clients (both negotiable)
Main office
San Francisco CA
Advisors at this office
1
Most active in
California
Also doing business as
Kim, Jason · Rosasharn Investment Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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