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| Happy Holidays!! thanks for using AUM13F!! |
| Rossmore Private Capital LLC
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| CRD # | 288453 |
| SEC # | 801-110562 |
| CIK # | 0001733082 |
| AUM | $1.3 B (2025-03-13) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 860-200-6079 |
| Address | 628 Hebron Avenue Glastonbury, CT 06033 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001733082 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Exxon Mobil Corp | 53.4 | ||
| Microsoft Corp | 46.3 | ||
| Apple Inc | 41.5 | ||
| Chevron Corp | 35.5 | ||
| J P Morgan Chase & Co | 27.1 | ||
| Amazon Com Inc | 20.4 | ||
| Lilly Eli & Co | 16.0 | ||
| Automatic Data Processing Inc | 14.7 | ||
| Alphabet Inc | 14.0 | ||
| Broadcom Inc | 13.4 | ||
| Johnson & Johnson | 13.3 | ||
| Alphabet Inc | 11.9 | ||
| VISA Inc | 11.6 | ||
| Nvidia Corp | 11.6 | ||
| United Technologies Corp /DE/ | 10.4 | ||
| Home Depot Inc | 10.3 | ||
| Mastercard Inc | 8.4 | ||
| AbbVie Inc | 7.7 | ||
| Deere & Co | 7.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 65 | 24.4 |
| (b) Individuals (high net worth individuals) | 178 | 1,166.6 |
| (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 | 4.0 |
| (h) Charitable organizations | 6 | 5.4 |
| (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 | 10 | 115.4 |
| (n) Other | 0 | 0.0 |
| Total | 850 | 1,315.9 |
| By Discretionary | ||
| Discretionary | 749 | 1,162.3 |
| Non-Discretionary | 101 | 153.6 |
| Total | 850 | 1,315.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.7 | |
| United States Persons | 1,313.2 | |
| Total | 850 | 1,315.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001733082] |
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|---|---|---|
|
Ascent Wealth Partners LLC
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NY | 1.3 |
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Thrive Wealth Management LLC
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PA | 1.3 |
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CT | 1.3 |
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CCM Investment Advisers LLC
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Legacy Capital Wealth Partners LLC
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AR | 1.3 |
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RVW Wealth LLC
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CA | 1.3 |
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Strategic Family Wealth Counselors LLC
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NJ | 1.3 |
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Linden Global Strategies LLC
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NY | 1.3 |
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Evolution Wealth Advisors LLC
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FL | 1.3 |
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Cutler Investment Counsel LLC
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OR | 1.3 |