Bemrose Consulting, LLC

Overview

Bemrose Consulting, LLC is a small, privately owned advisory firm organized as an LLC that focuses on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. The firm’s filings show an emphasis on managing client assets through pooled public investment vehicles—primarily mutual funds and other public funds—rather than direct stock-picking or heavy use of bespoke private-market structures. Fee arrangements include a mix of percentage-of-AUM billing, hourly charges and the option for performance-based fees, which indicates the firm can accommodate both traditional advisory engagements and performance-linked mandates for select clients. The firm is not identified as an active ESG investor and operates as a single-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices