ROSEN INVESTMENT MANAGEMENT LLC

Overview

Rosen Investment Management LLC is organized as a limited liability company and is owned by an individual. The firm presents itself primarily as a capital allocator and adviser-of-advisers: its registered activities emphasize financial planning, the selection of other advisers, and running educational seminars and workshops. That combination suggests the firm positions itself to coordinate multi-adviser solutions and to counsel clients on how to structure advice and manager relationships rather than to act solely as a single-strategy manager. The firm is not an active ESG investor and it is not classified as a multi-state adviser. Its reported fee structure is listed as “Other,” which typically indicates non-standard billing arrangements (for example, flat fees, project fees, or hybrid structures) rather than a pure AUM percentage. Rosen Investment Management also lists an affiliation with a law firm; that connection commonly signals a heavier emphasis on estate, tax or fiduciary coordination in client work and on serving clients who need integrated legal and financial planning.

Assets & Accounts

Investments & Alternatives

Location & Offices