ROSE GROVE CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- WELLESLEY, Massachusetts
- CRD number
- 156572
- Registered since
- March 30, 2012
- Website
- www.rosegrovecapital.com
- Custodians
- BOFA SECURITIES, INC., GOLDMAN SACHS & CO. LLC, J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles93.6%
- Charitable Organizations6.4%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Rose Grove Capital Management, LLC is a hedge fund manager that primarily serves institutional clients through pooled investment vehicles and bespoke mandates for businesses and institutions. The firm runs active, fee-based strategies — charging a percentage of assets under management plus performance-based fees — and functions as a sponsor, general partner and managing member on the products it operates. That structure indicates Rose Grove builds and controls its own pooled vehicles rather than acting only as a sub-advisor. Investment activity is tilted toward fixed-income and credit strategies. The firm's registered activities emphasize portfolio management for pooled vehicles and institutions, and its asset mix and fund inventory reflect a concentrated credit orientation rather than a broad long-only equity approach. With a compact client base and concentrated fund capital, Rose Grove appears to operate a relatively closed, institutional-focused investment platform.
Assets & Accounts
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
- Investment Grade Corp Bonds43%
- Exchange Traded Equities29%
- Non-Investment Grade Corp Bonds16%
- US Government Bonds12%
Owners & executives
1 of 1SUSAN PETROVIC
CCO & CFOCRD 2524078
Contacts
2 of 2HOPE PASCUCCI
President & PrincipalCRD 2074372
MICHAEL PASCUCCI
Principal & Portfolio ManagerCRD 1493523
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WELLESLEY, MA
NORFOLK
Location
WELLESLEY, MA
Headquartered in WELLESLEY, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- NORFOLK
- Address
- 40 Grove St
- Time zone
- ET (UTC-5)
- Office locations
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