De Rosa Asset Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 332191
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI96.77%
- Individuals3.23%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
De Rosa Asset Management, LLC is an independent, Texas-state-registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on portfolio management for individuals, small businesses, and other business or institutional clients, with a client base concentrated on individuals and families. Its fee arrangements include a percentage-of-assets model and the use of performance-based fees. The firm does not report active ESG investing activity and is not presented as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- Non-Exchange Traded Equities4%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds2%
- Non-Investment Grade Corp Bonds1%
Contacts
1 of 1
Paul De Rosa
Managing MemberCRD 1046339
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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