Rosemawr Management LLC

RIASEC RegisteredEst. 2009

Total AUM

$844M

Discretionary

$844M

100% of AUM

Avg account

$64.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Miami Beach, Florida
CRD number: 148984
Registered since: January 2, 2009
Website: www.rosemawr.com
Custodians: WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Rosemawr Management LLC is an SEC-registered investment manager organized as an LLC that has been registered with the SEC since 2009. The firm operates as a hybrid manager with hedge fund and private equity activities and serves primarily institutional clients while also providing portfolio management for individuals, small businesses, pooled vehicles, and other institutions. Rosemawr acts in sponsor/GP and managing-member roles for pooled investment vehicles and performs CPO/CTA-style business activities. The firm charges a combination of percentage-of-AUM and performance-based fees and does not position itself as an active ESG investor. Its organizational ownership is described as a mix of a domestic entity and an individual, and it identifies as a multifaceted fund manager rather than a pure allocator.