ROSE & CO. CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 168274
- Registered since
- May 19, 2014
- Website
- www.roseandco.com
Firm profile
FINTRXOverview
Rose & Co Capital Advisors, LLC is a limited liability company that registered with the SEC in 2014. Ownership is listed as individual and the firm is categorized as unclassified in available records. The adviser is not identified as a capital allocator, an active ESG investor, a multistate adviser, a pension consultant, or a related adviser. Filings and the provided snapshot do not include details on client segments, fee schedules, specific advisory activities, or an investment mandate.
Assets & Accounts
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
3 of 3KAREN SNOW
Chief Executive OfficerCRD 3277652
SCOTT GROSSMAN
Chief Administrative OfficerCRD 5838112
SIMON ROSE
CEOCRD 2176436
Contacts
3 of 10BLAIR MUTSCHLER
PartnerCRD 4127511
LORI WASSERMAN
Managing DirectorCRD 2297884
COLIN O'BRIAN
Managing DirectorCRD 2005837
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 445 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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