ROSE SMART GROWTH INVESTMENT ADVISORS, LLC
CRD #161271 SEC #801-73867 NEW YORK, NY 917-542-3600
SEC Registered Private Funds
Total AUM
$1.9B
Discretionary
$1.9B
Employees
49
Clients
--
Accounts
7
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.9B | $1.9B | $0 | 49 | 0 |
| Mar 2024 | $2B | $2B | $0 | 55 | 0 |
| Mar 2023 | $1.8B | $1.8B | $0 | 61 | 0 |
| Dec 2022 | $1.7B | $1.7B | $0 | 56 | 0 |
| Mar 2022 | $1.7B | $1.7B | $0 | 56 | 0 |
| Mar 2021 | $1.7B | $1.7B | $0 | 46 | 0 |
| Mar 2020 | $1.2B | $1.2B | $0 | 43 | 2 |
| Mar 2019 | $964.3M | $964.3M | $0 | 38 | 0 |
| Mar 2018 | $876.9M | $876.9M | $0 | 36 | 11 |
| Sep 2017 | $513.9M | $513.9M | $0 | 32 | 1 |
| Mar 2017 | $513.9M | $513.9M | $0 | 32 | 1 |
| Sep 2016 | $282.3M | $282.3M | $0 | 28 | 1 |
| Mar 2016 | $282.3M | $282.3M | $0 | 28 | 1 |
| Mar 2015 | $296.5M | $296.5M | $0 | 23 | 1 |
| Mar 2014 | $250.4M | $250.4M | $0 | 16 | 1 |
| Mar 2013 | $166.3M | $166.3M | $0 | 15 | 1 |
| Feb 2012 | $160.7M | $160.7M | $0 | -- | 1 |
DateMar 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees49
Clients0
DateMar 2024
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees55
Clients0
DateMar 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees61
Clients0
DateDec 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees56
Clients0
DateMar 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees56
Clients0
DateMar 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees46
Clients0
DateMar 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees43
Clients2
DateMar 2019
Total AUM$964.3M
Discretionary$964.3M
Non-Disc.$0
Employees38
Clients0
DateMar 2018
Total AUM$876.9M
Discretionary$876.9M
Non-Disc.$0
Employees36
Clients11
DateSep 2017
Total AUM$513.9M
Discretionary$513.9M
Non-Disc.$0
Employees32
Clients1
DateMar 2017
Total AUM$513.9M
Discretionary$513.9M
Non-Disc.$0
Employees32
Clients1
DateSep 2016
Total AUM$282.3M
Discretionary$282.3M
Non-Disc.$0
Employees28
Clients1
DateMar 2016
Total AUM$282.3M
Discretionary$282.3M
Non-Disc.$0
Employees28
Clients1
DateMar 2015
Total AUM$296.5M
Discretionary$296.5M
Non-Disc.$0
Employees23
Clients1
DateMar 2014
Total AUM$250.4M
Discretionary$250.4M
Non-Disc.$0
Employees16
Clients1
DateMar 2013
Total AUM$166.3M
Discretionary$166.3M
Non-Disc.$0
Employees15
Clients1
DateFeb 2012
Total AUM$160.7M
Discretionary$160.7M
Non-Disc.$0
Employees--
Clients1