ROSSMORE PRIVATE CAPITAL, LLC
Firm details
- Headquarters
- GLASTONBURY, Connecticut
- CRD number
- 288453
- Registered since
- June 2, 2017
- Website
- www.rossmore.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI91.22%
- Corporations / Businesses6.74%
- Individuals1.27%
- Charitable Organizations0.65%
- Pension & Profit Sharing Plans0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Rossmore Private Capital, LLC is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2017. The firm is owner-operated and serves both individual and family clients as well as institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Fee arrangements combine percentage-of-AUM billing with fixed fees and other fee structures. The firm is not identified as a capital allocator and is not flagged as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities49%
- Public Funds/Mutual Funds23%
- US Government Bonds17%
- State & Local Bonds4%
- Cash & Cash Equivalents4%
Owners & executives
2 of 2ANDREW BALDASSARRE
Chief Market StrategistCRD 1047256
ALEJANDRO GOMEZ
Co-Founder and Chief Investment OfficerCRD 6789447
Contacts
2 of 2BRIAN SHEEHAN
Managing PrincipalCRD 6423131
MATTHEW MACLEAN
Co-Founder and Managing PrincipalCRD 5515068
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 166Active vs passive
$342M in ETFs
91%
$311M
2%
$30.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $55.4M | 84,765 | 16.20% |
Location
GLASTONBURY, CT
HARTFORD
Location
GLASTONBURY, CT
Headquartered in GLASTONBURY, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- HARTFORD
- Address
- 628 Hebron Ave
- Time zone
- ET (UTC-5)
- Office locations
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