BOLDROSE CAPITAL
Firm details
- Headquarters
- GREENWICH, Connecticut
- CRD number
- 313272
- Registered since
- May 4, 2023
- Website
- rosecapital.com
Firm profile
FINTRXOverview
Boldrose Capital is organized as a limited liability company and registered with the SEC in 2023. The firm is owned by an individual and is recorded under an "unclassified" adviser type. It does not self-identify as a capital allocator, is not active on ESG mandates, and is not designated as a multi-state adviser or a pension consultant. Regulatory/affiliate fields in the source show no related adviser relationships. The firm appears to operate on the sponsor/manager side of private pooled vehicles: industry affiliations list Sponsor, General Partner, and Managing Member roles for pooled investment vehicles. That combination suggests Boldrose functions both as a sponsor/GP for its own funds and as a participant in alternative-manager relationships rather than acting solely as a discretionary asset allocator or traditional advisory-only RIA.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Eileen Kavanagh
Chief Compliance OfficerCRD 7355686
ANDREW SCHWEIBOLD
Co-Founder & CEOCRD 4824765
Contacts
1 of 1Jonathan Rosenthal
CRD 7355638
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GREENWICH, CT
FAIRFIELD
Location
GREENWICH, CT
Headquartered in GREENWICH, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 177 W Putnam Ave
- Time zone
- ET (UTC-5)
- Office locations
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