ROSEMAWR MANAGEMENT LLC

RIASEC RegisteredEst. 2009

Total AUM

$844M

Discretionary

$844M

100% of AUM

Avg account

$64.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: MIAMI BEACH, Florida
CRD number: 148984
Registered since: January 2, 2009
Website: www.rosemawr.com
Custodians: WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Rosemawr Management LLC is a privately organized investment manager structured as a limited liability company and registered with the SEC since 2009. The firm combines hedge fund and private equity activity under a multi-strategy manager profile and primarily serves institutional clients while also providing portfolio management for pooled vehicles, businesses, and individuals/small businesses. Rosemawr acts in sponsor and general partner capacities for pooled vehicles and is registered to operate as a CPO/CTA, indicating active involvement in managed funds and commodity pool-like activities. Its compensation model includes asset-based fees and performance-linked fees. The firm reports it does not pursue active ESG integration and is not registered as a multi-state adviser.