Climbing Rose Capital LLC
RIAState Registered
Total AUM
$4.3M
Discretionary
$4.3M
100% of AUM
Avg account
$4.3M
Accounts
1
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 290028
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Climbing Rose Capital LLC is a New York–registered limited liability company that operates as a hedge fund manager serving institutional clients. The firm’s advisory focus is portfolio management for pooled investment vehicles; it functions as sponsor, general partner, and managing member of its fund(s) and has an affiliation with a broker-dealer. Ownership is held by an individual, and the firm charges a mix of percentage-of-AUM and performance-based fees. It does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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