Climbing Rose Capital LLC
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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Steven Weber
Managing Member And Chief Compliance OfficerCRD 2089661
Joseph Dematteo
CEOCRD 1061604
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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