A complete list of active advisors currently associated with Rosasharn Investment Management, LLC

Warmer can help you find a great advisor at Rosasharn Investment Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Rosasharn Investment Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jason Kim	San Francisco, CA	11

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