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| Rossby Financial LLC
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|---|---|
| CRD # | 324631 |
| SEC # | 801-127370 |
| CIK # | 0002056510 |
| AUM | 854.8 M (2026-05-28) |
| Employees | 7 (29% Investors, 14% Brokers) |
| Fees | |
| Minimum | |
| Phone | 321-209-0111 |
| Address | 2412 Irwin Street Melbourne, FL 32901 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 8.2 | ||
| Apple Inc | 7.5 | ||
| iShares Silver Trust | 6.3 | ||
| Microsoft Corp | 5.4 | ||
| Sprott Physical Silver Trust | 4.8 | ||
| Alphabet Inc | 4.8 | ||
| SPDR Gold Trust | 4.1 | ||
| Alphabet Inc | 3.9 | ||
| Amazon Com Inc | 3.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,659 | 684.2 |
| (b) Individuals (high net worth individuals) | 238 | 161.2 |
| (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 | 11 | 9.2 |
| (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 | 2 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,910 | 854.8 |
| By Discretionary | ||
| Discretionary | 3,893 | 844.3 |
| Non-Discretionary | 17 | 10.5 |
| Total | 3,910 | 854.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 854.8 | |
| Total | 3,910 | 854.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056510] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 70 |
| Serves | Institutional, Retail, Research |
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