A complete list of active advisors currently associated with Rose Capital Advisors, LLC

Warmer can help you find a great advisor at Rose Capital Advisors, LLC or one who fits your needs even better.

Rose Capital Advisors is a boutique registered investment adviser that provides asset management, financial planning, and investment consulting to individuals (including high net worth clients), trusts, estates, charitable organizations, corporations and other business entities. The firm delivers both discretionary portfolio management and non‑discretionary services and operates a wrap fee investment management program. The firm uses a largely bottom‑up fundamental analysis supplemented by technical indicators and tailors advice to each client's objectives, risk tolerance, and liquidity needs. Rose Capital also serves as the investment adviser and manager to private pooled vehicles (the Rose Capital Advisors Vintage Series), performing manager due diligence, selection, oversight and fee negotiations, and offers performance‑based arrangements to qualifying investors while maintaining committee reviews and fair‑valuation controls to address related conflicts. What is uncommon about Rose Capital for a team firm is its combined role as adviser to private fund-of-funds and as sponsor/manager of a wrap fee program, plus its practice of admitting only investors who meet both accredited and qualified client/purchaser standards for its private offerings. The firm further discloses affiliated activities — including supervised persons who are registered representatives and licensed insurance or real estate agents — and uses a third‑party operational platform (Dynasty) for back‑office support, matters it identifies and manages through written policies.

To learn more about the advisors currently working at Rose Capital Advisors, 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.