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| Happy Holidays!! thanks for using AUM13F!! |
| Rose Capital Advisors LLC
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| CRD # | 173054 |
| SEC # | 801-80385 |
| CIK # | |
| AUM | $663.6 M (2025-07-25) |
| Employees | 10 (70% Investors, 80% Brokers) |
| Phone | 305-534-7673 |
| Address | 119 Washington Avenue Miami Beach, FL 33139 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Rose Capital Advisors Vintage Fund I LP | [2023-10-06] | 14.5 | 2.9 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 135 | 27.6 |
| (b) Individuals (high net worth individuals) | 238 | 627.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 13 | 9.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 911 | 663.6 |
| By Discretionary | ||
| Discretionary | 838 | 475.9 |
| Non-Discretionary | 73 | 187.7 |
| Total | 911 | 663.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 150.7 | |
| United States Persons | 512.9 | |
| Total | 911 | 663.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Michael Rose | 36 | ||
| Rose Capital Advisors LLC | 2 | ||
| Rose Capital-A GP LLC | 2 |
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