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Building 2BOLDROSE CAPITAL

Map pinGREENWICH, CT
Phone201-431-6425
NotebookSEC #801-121106
Total AUM
$118.9M
Employees
7
Clients
19

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
177 WEST PUTNAM AVENUE
GREENWICH
CT 06831
United States
Operating Hours
8-6
Monday - Friday
Phone
201-431-6425

ReceiptFinancials

Total AUM
$118.9M
Accounts
19
Discretionary
$86.1M
Accounts
17
Non-Discretionary
$32.9M
Accounts
2

ContactClients

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Pooled Vehicle Clients
17
AUM
$86.1M
Corporation or Business Clients
2
AUM
$32.9M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CT

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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