De Rosa Asset Management, LLC

Overview

De Rosa Asset Management, LLC is a small, owner-operated advisory firm that focuses on discretionary portfolio management for high-net-worth individuals, families and a limited number of institutional or business clients. The firm charges a traditional percentage-of-AUM fee and also uses performance-based fees for certain mandates, which suggests it runs bespoke or performance-oriented strategies alongside standard advisory programs. Investment activity is concentrated in publicly traded securities, with a clear equity bias and active management of individual accounts rather than broad multi-manager allocation. The firm does not describe itself as a capital allocator or an active ESG investor. Its advisory scope centers on direct portfolio management for individuals, small businesses and institutional/business clients rather than offering broad third-party fund distribution or pension consulting services.

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Public Holdings

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Location & Offices