Westport, CT Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Rose Capital Advisors, LLC
Team
Firm-wide stats for Rose Capital Advisors, LLC
About
Rose Capital Advisors provides asset management, financial planning and investment consulting to individuals (including high-net-worth clients), trusts, estates, charitable organizations and business entities. The firm offers both discretionary and non‑discretionary portfolio management and also provides stand‑alone financial planning and consulting engagements.
Investment decisions are driven by a bottom‑up, fundamental analysis complemented by technical indicators, with attention to valuation metrics such as book value and cash‑flow generation. In addition to managing individual accounts, Rose Capital conducts manager due diligence, selection and oversight as the adviser to private pooled investment vehicles and operates a wrap‑fee investment management program.
What distinguishes Rose Capital from many peers is its role as sponsor/manager of private fund-of-funds (the Rose Capital Advisors Vintage Series) and the use of performance‑based fee arrangements for qualified clients, with policies disclosed to address side‑by‑side conflicts and investment valuation. The firm also discloses affiliated business relationships (including an affiliation with Premia Global Advisors and supervised persons who are registered representatives, insurance and real‑estate agents) and maintains institutional platform relationships and custody arrangements that can affect execution and services.
Based on Rose Capital Advisors, LLC
Location
Westport CT
Advisors at this office
1
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)