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| Rossmore Private Capital LLC
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|---|---|
| CRD # | 288453 |
| SEC # | 801-110562 |
| CIK # | 0001733082 |
| AUM | 1,923.4 M (2026-03-19) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 860-200-6079 |
| Address | 628 Hebron Avenue Glastonbury, CT 06033 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Chevron Corp | 56.4 | ||
| Apple Inc | 53.7 | ||
| Microsoft Corp | 36.3 | ||
| J P Morgan Chase & Co | 30.6 | ||
| Alphabet Inc | 27.0 | ||
| Johnson & Johnson | 24.5 | ||
| Amazon Com Inc | 22.4 | ||
| Broadcom Inc | 21.7 | ||
| Alphabet Inc | 20.0 | ||
| Lilly Eli & Co | 19.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 63 | 24.4 |
| (b) Individuals (high net worth individuals) | 190 | 1,754.6 |
| (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 | 2.3 |
| (h) Charitable organizations | 10 | 12.5 |
| (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 | 11 | 129.6 |
| (n) Other | 0 | 0.0 |
| Total | 909 | 1,923.4 |
| By Discretionary | ||
| Discretionary | 815 | 1,753.9 |
| Non-Discretionary | 94 | 169.5 |
| Total | 909 | 1,923.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 1,922.6 | |
| Total | 909 | 1,923.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001733082] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 322 |
| Serves | Institutional, Retail |
| LEI | N/A |
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