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| Rose Smart Growth Investment Advisors LLC
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| CRD # | 161271 |
| SEC # | 801-73867 |
| CIK # | |
| AUM | $1.9 B (2025-03-26) |
| Employees | 49 (100% Investors, 0% Brokers) |
| Phone | 917-542-3600 |
| Address | 551 Fifth Avenue, 23rd Floor New York, NY 10176 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Rose Affordable Housing Preservation Fund IV LP | [2017-03-28] | 175.0 | 437.2 |
| RE | Rose 2520 LP | [2015-03-30] | 0.3 | 0.2 |
| RE | Rose Affordable Housing Preservation Fund LLC | [2015-03-30] | 51.5 | 89.7 |
| RE | Rose Cambridge LP | [2013-03-28] | 2.5 | 0.2 |
| RE | Granada Co-Investors II LLC | [2012-02-14] | 0.3 | 1.0 |
| RE | Granada Co-Investors LLC | [2012-02-14] | 0.3 | 0.0 |
| RE | Rose Capital YEON LLC | 2012-02-14 | 0.0 | |
| RE | Rose Green Cities Fund LLC | [2012-02-14] | 25.0 | 10.2 |
| RE | Rose New Jersey Green Affordable Housing Preservation Fund LLC | 2012-02-14 | 7.6 | |
| RE | Rose Smart Growth Investment Fund I-A LP | [2012-02-14] | 10.0 | 0.0 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 7 | 1.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 7 | 1.9 |
| By Discretionary | ||
| Discretionary | 7 | 1.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7 | 1.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.9 | |
| Total | 7 | 1.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Michael Daly | 8 | |||
| Jonathan Rose | 16 | |||
| Michael Arman | 9 | |||
| Nathan Taft | 8 | |||
| Rose Housing Preservation Investors IV LLC | 2 | |||
| Rose Smart Growth Investors I LLC | 2 | |||
| Sanjay Chauhan | 1 | |||
| Gwen Rowden | 1 | |||
| Manager of The Managing Member of Issuer Rose Capital LLC | 1 | |||
| Managing Member of Issuer Rose Housing Preservation Investors LLC | 1 | |||
| View All | ||||
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Aegon USA Realty Advisors LLC
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