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 an SEC-registered limited liability company formed in 2014 and appears to be owned by an individual. The firm is listed in FINTRX as an unclassified advisory entity and does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm has not provided publicly disclosed details about its advisory activities, client segments, fee schedule, or investment approach. FINTRX does not list any stated manager allocation preferences, industry affiliations, or credentialed personnel for the firm.
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 3
Karen Snow
Chief Executive OfficerCRD 3277652

Scott Grossman
Chief Administrative OfficerCRD 5838112

Simon Rose
CEOCRD 2176436
Contacts
3 of 10
Blair 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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