Rossmore Private Capital, LLC
Firm details
- Headquarters
- Glastonbury, Connecticut
- CRD number
- 288453
- Registered since
- June 2, 2017
- Website
- www.rossmore.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI91.22%
- Corporations / Businesses6.74%
- Individuals1.27%
- Charitable Organizations0.65%
- Pension & Profit Sharing Plans0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Rossmore Private Capital, LLC is an independent, individual-owned registered investment adviser organized as an LLC. The firm is SEC-registered (registration year 2017) and serves both high-net-worth individuals and families as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Fee arrangements are mixed and include percentage-of-AUM billing, fixed fees, and other fee structures. Rossmore indicates a preference for equity investments and does not identify as an active ESG investor.
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 Equities49%
- Public Funds/Mutual Funds23%
- US Government Bonds17%
- State & Local Bonds4%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 171Active vs passive
$396M in ETFs
94%
$373M
1%
$23.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $66.4M | 86,717 | 16.77% |
Location
Glastonbury, CT
Hartford
Location
Glastonbury, CT
Headquartered in Glastonbury, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- Hartford
- Address
- 628 Hebron Ave
- Time zone
- ET (UTC-5)
- Office locations
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