THE ROSE INVESTMENT MANAGEMENT

THE ROSE INVESTMENT MANAGEMENT is an SEC-registered investment adviser (CRD 121999). Regulatory assets under management: $28.3M.

Registration

• CRD: 121999
• Type: Registered investment adviser
• Phone: 800-925-3189
• Latest filing: 2024-07-15
• Regulatory AUM: $28.3M
• Discretionary AUM: $192K
• Non-discretionary AUM: $28.1M
• Clients: 2
• Accounts: 48

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 121999 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search