BOLDROSE CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
313272
Registered since
May 4, 2023

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Eileen Kavanagh

    Chief Compliance OfficerCRD 7355686

  • ANDREW SCHWEIBOLD

    Co-Founder & CEOCRD 4824765

Contacts

1 of 1
  • Jonathan Rosenthal

    CRD 7355638

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth