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Building 2ROSEN CAPITAL ADVISORS, LLC

Map pinLOS ANGELES, CA
Phone310-573-8523
NotebookSEC #801-108170
Total AUM
$42.6M
Employees
4
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11835 W. OLYMPIC BLVD., SUITE 640E
LOS ANGELES
CA 90064
United States
Operating Hours
6AM TO 5PM
Monday - Friday
Phone
310-573-8523

ReceiptFinancials

Total AUM
$42.6M
Accounts
9
Discretionary
$42.6M
Accounts
9
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
6
AUM
$20M
Pooled Vehicle Clients
3
AUM
$22.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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