Rosasharn Investment Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 173541
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Rosasharn Investment Management, LLC is a limited liability company focused on providing portfolio management services primarily for individual and family clients. The firm operates with a fee structure that includes a percentage of assets under management and performance-based fees. While it does not actively engage in ESG investing, it has carved out a niche in managing portfolios for small businesses and individuals. The firm is not classified as a capital allocator and does not have affiliations with any related advisers.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents20%
Owners & executives
1 of 1Jason Kim
Chief Investment OfficerCRD 6408615
Contacts
1 of 1Linda Qu
Non-Managing MemberCRD 6408631
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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