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⚲
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| Rossmore Private Capital LLC
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|
|
|---|---|
| CRD # | 288453 |
| SEC # | 801-110562 |
| CIK # | 0001733082 |
| AUM | $1.0 BB (2023-03-28) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 860-200-6079 |
| Address | 628 Hebron Avenue Glastonbury, CT 06033 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| XOM | 385,508.3 | 53.8 | |
| CVX | 294,604.1 | 40.2 | |
| AAPL | 2,382,844.0 | 36.7 | |
| MSFT | 1,918,222.4 | 27.6 | |
| JNJ | 465,600.2 | 15.2 | |
| JPM | 340,169.2 | 12.3 | |
| ADP | 89,423.0 | 10.6 | |
| AMZN | 1,092,997.8 | 10.1 | |
| GOOG | 1,482,566.4 | 8.5 | |
| HD | 277,648.0 | 8.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 18.4 |
| (b) Individuals (high net worth individuals) | 150 | 923.6 |
| (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 | 1 | 2.9 |
| (h) Charitable organizations | 4 | 3.1 |
| (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 | 7 | 81.0 |
| (n) Other | 0 | 0.0 |
| Total | 742 | 1,029.0 |
| By Discretionary | ||
| Discretionary | 649 | 890.6 |
| Non-Discretionary | 93 | 138.4 |
| Total | 742 | 1,029.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 1,027.6 | |
| Total | 742 | 1,029.0 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001733082] |
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|---|---|---|
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|
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PA | 1.0 |
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