Key facts
- Rose Capital Advisors is a other based in Miami Beach, Florida.
- Rose Capital Advisors reports $111.4M in regulatory assets under management across 1 private fund, per its SEC Form ADV (2026-04).
About Rose Capital Advisors
Rose Capital Advisors is a wealth management firm located in Miami Beach, Florida. Established in 2012, the firm provides comprehensive financial planning, overall wealth management, and strategic investment advice to high-net-worth individuals, entrepreneurs, institutions, and families who seek unbiased, intelligent advice and counsel. The firm crafts customized investment solutions and advise clients regarding matters related to investment policy, asset allocation, cash flow analysis, product selection, and performance analytics. The assets of the firm are managed by its executive management team. This firm is a Registered Investment Adviser (RIA).
Registered with the SEC
Form ADV · 2026-04 · CRD 173054- Regulatory AUM
- $111.4M
- Private fund assets
- $8.8M
- Private funds
- 1 · 1 other
- Staff
- 14
- Registered office
- MIAMI BEACH, FL
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as ROSE CAPITAL ADVISORS, LLC).
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Portfolio
No portfolio companies for Rose Capital Advisors are on record yet. Positions surface from round participations, filings, and coverage.
Frequently asked
- What is Rose Capital Advisors's AUM?
- Rose Capital Advisors manages approximately $664 in assets.