A complete list of active advisors currently associated with Rossmore Private Capital, LLC

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

Rossmore Private Capital advises high net worth individuals, their trusts and related entities, private foundations, and pension and profit‑sharing plans, delivering investment management and family office services that include financial and tax planning, education funding, debt management, trustee services, and bill payment. As of December 31, 2025 the firm reported approximately $1.92 billion in client assets across discretionary and non‑discretionary arrangements and generally applies a $2 million account minimum (waivable at the firm’s discretion). The firm builds customized, broadly diversified portfolios with a long‑term investment horizon, conducts manager and fund selection (including independent managers and private funds spanning real estate, private equity and other alternatives), and will pursue tactical allocation shifts when it identifies perceived mispricings. Rossmore’s implementation approach can include derivatives — the brochure cites use of options and forward contracts for currency hedging and commodity‑related derivatives — and some strategies it accesses (such as hedge or private funds) may employ borrowing or leverage. Compared with peers, Rossmore operates with a high level of assets per advisor given its four‑advisor team, and it documents practices (derivative use and the potential for borrowing/leverage in managed strategies) that are less common among similar team firms. The firm also offers trustee services that can create custody relationships subject to SEC surprise‑examination requirements, and it tends to favor independent managers who employ concentrated, value‑oriented approaches with meaningful manager co‑investment.

To learn more about the advisors currently working at Rossmore Private Capital, 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.