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Building 2ROSSMORE PRIVATE CAPITAL, LLC

Map pinGLASTONBURY, CT
Phone860-200-6079
NotebookSEC #801-110562
Total AUM
$1.9B
Employees
10
Clients
275

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
628 HEBRON AVENUE
SUITE 306
GLASTONBURY
CT 06033
United States
Operating Hours
9-5
Monday - Friday
Phone
860-200-6079

ReceiptFinancials

Total AUM
$1.9B
Accounts
909
Discretionary
$1.8B
Accounts
815
Non-Discretionary
$169.5M
Accounts
94

ContactClients

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Individual Clients
63
AUM
$24.4M
HNW Individual Clients
190
AUM
$1.8B
Pension/Profit Sharing Plan Clients
1
AUM
$2.3M
Charitable Organization Clients
10
AUM
$12.5M
Corporation or Business Clients
11
AUM
$129.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
SOME PARTNERS OF ROSSMORE PROVIDE TRUSTEE SERVICES, SERVE AS EXECUTOR, OR AS AGENT UNDER POA.
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FEES FOR TRUSTEE SERVICES (A PERCENTAGE OF ASSETS UNDER TRUST)

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMAMEMNMTNHNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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