DESERT ROSE CAPITAL MANAGEMENT, INC.

RIASEC RegisteredEst. 2022

Total AUM

$192M

Discretionary

$192M

100% of AUM

Avg account

$168K

Accounts

1,144

Employees

Advisory reps

Firm details

Headquarters: MERIDIAN, Idaho
CRD number: 154331
Registered since: May 3, 2022
Website: www.desertrosecapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Individuals35.63%
HNWI27.02%
Pooled Investment Vehicles19.5%
Other Investment Advisers17.74%
Pension & Profit Sharing Plans0.12%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Desert Rose Capital Management, Inc. is a corporation that operates as a hedge-fund-style adviser while providing portfolio management and advisory services to both individuals/families and institutional clients. The firm registered with the SEC in 2022 and is owner-operated. Its advisory offering includes discretionary portfolio management for individuals, small businesses, pooled investment vehicles and institutions, plus selection of other advisers and educational seminars. Fees are charged as a percentage of assets under management. The firm is not identified as an active ESG investor.