RIA Intelligence

ROSSMORE PRIVATE CAPITAL, LLC

CRD #288453 SEC #801-110562 GLASTONBURY, CT 860-200-6079
SEC Registered
Total AUM
$1.3B
Discretionary
$1.2B
Employees
9
Clients
101
Accounts
850

AUM Over Time

DateMar 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$153.6M
Employees9
Clients321
DateMar 2024
Total AUM$1.1B
Discretionary$996.5M
Non-Disc.$147.4M
Employees9
Clients287
DateApr 2023
Total AUM$1B
Discretionary$890.6M
Non-Disc.$138.4M
Employees9
Clients192
DateMar 2023
Total AUM$1B
Discretionary$890.6M
Non-Disc.$138.4M
Employees9
Clients192
DateMar 2023
Total AUM$1B
Discretionary$890.6M
Non-Disc.$138.4M
Employees9
Clients192
DateJun 2022
Total AUM$993.6M
Discretionary$880.3M
Non-Disc.$113.2M
Employees8
Clients207
DateMar 2022
Total AUM$993.6M
Discretionary$880.3M
Non-Disc.$113.2M
Employees8
Clients207
DateMar 2021
Total AUM$855.2M
Discretionary$761.6M
Non-Disc.$93.7M
Employees7
Clients452
DateJun 2020
Total AUM$586.9M
Discretionary$534M
Non-Disc.$52.9M
Employees7
Clients3
DateJun 2020
Total AUM$586.9M
Discretionary$534M
Non-Disc.$52.9M
Employees7
Clients3
DateJun 2020
Total AUM$586.9M
Discretionary$534M
Non-Disc.$52.9M
Employees7
Clients3
DateApr 2020
Total AUM$586.9M
Discretionary$534M
Non-Disc.$52.9M
Employees7
Clients3
DateMar 2019
Total AUM$433.9M
Discretionary$422.9M
Non-Disc.$11M
Employees5
Clients2
DateMar 2018
Total AUM$236M
Discretionary$224.1M
Non-Disc.$11.9M
Employees5
Clients0
DateSep 2017
Total AUM$133.8M
Discretionary$124.5M
Non-Disc.$9.3M
Employees3
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0