ROSECAP INVESTMENT ADVISORS, LLC
CRD #152054 SEC #801-118154 GRAND JUNCTION, CO (970) 773-5300
SEC Registered
Total AUM
$444.6M
Discretionary
$443.1M
Employees
5
Clients
10
Accounts
661
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $444.6M | $443.1M | $1.5M | 5 | 0 |
| Jan 2024 | $360.2M | $358.5M | $1.7M | 5 | 0 |
| Apr 2023 | $345.3M | $343.8M | $1.5M | 5 | 0 |
| Feb 2023 | $345.3M | $343.8M | $1.5M | 5 | 0 |
| Nov 2022 | $345.9M | $331.5M | $14.4M | 5 | 0 |
| Mar 2022 | $345.9M | $331.5M | $14.4M | 5 | 0 |
| Mar 2022 | $345.9M | $331.5M | $14.4M | 5 | 0 |
| Sep 2021 | $216.2M | $200.7M | $15.5M | 2 | 1 |
| Mar 2021 | $216.2M | $200.7M | $15.5M | 2 | 1 |
| Nov 2020 | $152M | $151.8M | $220K | 3 | 1 |
| Nov 2020 | $152M | $151.8M | $220K | 3 | 1 |
| Oct 2020 | $152M | $151.8M | $220K | 3 | 1 |
| Oct 2020 | $152M | $151.8M | $220K | 3 | 1 |
| Oct 2020 | $152M | $151.8M | $220K | 3 | 1 |
| May 2020 | $152M | $151.8M | $220K | 3 | 1 |
| Mar 2020 | $152M | $151.8M | $220K | 3 | 1 |
| Mar 2020 | $152M | $151.8M | $220K | 3 | 1 |
| Feb 2020 | $152M | $151.8M | $220K | 3 | 1 |
| Jan 2020 | $152M | $151.8M | $220K | 1 | 1 |
DateMar 2025
Total AUM$444.6M
Discretionary$443.1M
Non-Disc.$1.5M
Employees5
Clients0
DateJan 2024
Total AUM$360.2M
Discretionary$358.5M
Non-Disc.$1.7M
Employees5
Clients0
DateApr 2023
Total AUM$345.3M
Discretionary$343.8M
Non-Disc.$1.5M
Employees5
Clients0
DateFeb 2023
Total AUM$345.3M
Discretionary$343.8M
Non-Disc.$1.5M
Employees5
Clients0
DateNov 2022
Total AUM$345.9M
Discretionary$331.5M
Non-Disc.$14.4M
Employees5
Clients0
DateMar 2022
Total AUM$345.9M
Discretionary$331.5M
Non-Disc.$14.4M
Employees5
Clients0
DateMar 2022
Total AUM$345.9M
Discretionary$331.5M
Non-Disc.$14.4M
Employees5
Clients0
DateSep 2021
Total AUM$216.2M
Discretionary$200.7M
Non-Disc.$15.5M
Employees2
Clients1
DateMar 2021
Total AUM$216.2M
Discretionary$200.7M
Non-Disc.$15.5M
Employees2
Clients1
DateNov 2020
Total AUM$152M
Discretionary$151.8M
Non-Disc.$220K
Employees3
Clients1
DateNov 2020
Total AUM$152M
Discretionary$151.8M
Non-Disc.$220K
Employees3
Clients1
DateOct 2020
Total AUM$152M
Discretionary$151.8M
Non-Disc.$220K
Employees3
Clients1
DateOct 2020
Total AUM$152M
Discretionary$151.8M
Non-Disc.$220K
Employees3
Clients1
DateOct 2020
Total AUM$152M
Discretionary$151.8M
Non-Disc.$220K
Employees3
Clients1
DateMay 2020
Total AUM$152M
Discretionary$151.8M
Non-Disc.$220K
Employees3
Clients1
DateMar 2020
Total AUM$152M
Discretionary$151.8M
Non-Disc.$220K
Employees3
Clients1
DateMar 2020
Total AUM$152M
Discretionary$151.8M
Non-Disc.$220K
Employees3
Clients1
DateFeb 2020
Total AUM$152M
Discretionary$151.8M
Non-Disc.$220K
Employees3
Clients1
DateJan 2020
Total AUM$152M
Discretionary$151.8M
Non-Disc.$220K
Employees1
Clients1