ROSECLIFF CAPITAL ADVISORY LLC

Overview

Rosecliff Capital Advisory LLC is a small, SEC‑registered wealth adviser organized as an LLC and owned by an individual. The firm provides discretionary portfolio management focused on individuals and small businesses, charging fees as a percentage of assets under management. Its public filing shows a clear tilt toward equities: the firm manages its clients’ assets primarily in exchange‑traded securities and operates through separately managed accounts under a discretionary mandate. Rosecliff does not identify itself as an active ESG investor and is not positioned as a pension consultant or multi‑state adviser. Operationally, Rosecliff also lists activities beyond basic portfolio management, including roles as an investment adviser and sponsor and acting as a GP or managing member of pooled investment vehicles. That suggests the firm may run or participate in pooled vehicles alongside advising clients, but it is not described as a capital allocator that directly manages large alternative pools on its own.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices