ROSE CAPITAL ADVISORS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $608.3M |
| Discretionary | $485.2M80% of AUM |
| Non-Discretionary | $123.1M |
| Client Accounts | 917 |
| Avg Account Size | $663K |
| Employees | 14 |
| Peak AUM | $663.6MMar 2025 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $608M | 8.3% | +13.7% | +16.9% | |
| Discretionary AUM | $485M | ||||
Key Metrics
| Total AUM | $608.3M |
| Discretionary | $485.2M |
| Employees | 14 |
| Client Accounts | 917 |
| Client Range | 251-500 |
Contact & Location
Address
119 WASHINGTON AVENUE
MIAMI BEACH FL 33139
Phone
305-534-7673
Filing History
39 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed FeesPerformance Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$485M
79.8% of AUM
Non-Discretionary
$123M
20.2% of AUM
Disc. mix ▲ 8.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported