ROSE PARK ADVISORS, LLC

RIASEC RegisteredEst. 2015
Total AUM
$630M
Discretionary
$630M
100% of AUM
Avg account
$63M
Accounts
10
Employees
13
Advisory reps
3

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
162017
Registered since
July 14, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Rose Park Advisors, LLC is an SEC-registered investment manager formed as an LLC in 2015 that operates across hedge fund and venture capital strategies. The firm primarily serves institutional clients and runs pooled investment vehicles, functioning in roles that include sponsor, general partner, and managing member. Its business activity record also lists commodity pool/commodity trading advisor functions, and its advisory work centers on portfolio management for pooled funds. Compensation is structured with asset-based fees plus performance-based fees. Rose Park does not list itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • JOEY MARTINEZ

    Chief Compliance OfficerCRD 6375888

  • MATTHEW CHRISTENSEN

    Co-Founder, CEO, and Managing PartnerCRD 5175708

Contacts

1 of 1
  • Christine Christensen

    TrusteeCRD 7522462

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
200 State St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth