Climbing Rose Capital LLC

RIASEC 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

FINTRX

Overview

Climbing Rose Capital LLC is a small, privately held LLC that operates as a hedge fund adviser focused on managing pooled investment vehicles. The firm’s client base is institutional, and it serves in multiple roles around its fund(s): sponsor, general partner, and managing member of pooled investment vehicles. Its advisory activity is directed at portfolio management for those pooled vehicles rather than individual retail wealth-management relationships. Fee arrangements combine a percentage of assets under management with performance-based compensation. The firm does not identify as an active ESG investor and is not listed as a multistate adviser; its SEC registration year is not provided in the available data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Steven Weber

    Steven Weber

    Managing Member And Chief Compliance OfficerCRD 2089661

  • Joseph Dematteo

    Joseph Dematteo

    CEOCRD 1061604

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth