RIA Intelligence

ROSEVIEW INVESTMENT ADVISORS, LLC

CRD #290914 SEC #801-112343 BOSTON, MA 617-951-3900
SEC Registered Private Funds
Total AUM
$27.3M
Discretionary
$27.3M
Employees
10
Clients
--
Accounts
3

Firm Details

Organization Type
Limited Liability Company
State of Formation
Massachusetts
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 12, 2020
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ANDERSON, JOSHUA, PAULICHIEF OPERATING OFFICERNA Control
ANDERSON, JOSHUA, PAULICHIEF OPERATING OFFICERNA Control
ANDERSON, JOSHUA, PAULICHIEF OPERATING OFFICERNA Control
CORRIDAN, STEPHEN, GERARDIINVESTMENT COMMITTEE OFFICERNA Control
CORRIDAN, STEPHEN, GERARDIINVESTMENT COMMITTEE OFFICERNA Control
CORRIDAN, STEPHEN, GERARDIINVESTMENT COMMITTEE OFFICERNA Control
CORRIDAN, STEPHEN, GERARDIINVESTMENT COMMITTEE OFFICERNA Control
CORRIDAN, STEPHEN, GERARDIINVESTMENT COMMITTEE OFFICERNA Control
COSTANTINI, VINCENT, JAMESICEONA Control
COSTANTINI, VINCENT, JAMESICEONA Control
COSTANTINI, VINCENT, JAMESICEONA Control
COSTANTINI, VINCENT, JAMESICEONA Control
COSTANTINI, VINCENT, JAMESICEONA Control
KEENAN, NIGEL, THOMASIINVESTMENT COMMITTEE OFFICERNA Control
KEENAN, NIGEL, THOMASIINVESTMENT COMMITTEE OFFICERNA Control
KEENAN, NIGEL, THOMASIINVESTMENT COMMITTEE OFFICERNA Control
KEENAN, NIGEL, THOMASIINVESTMENT COMMITTEE OFFICERNA Control
KEENAN, NIGEL, THOMASIINVESTMENT COMMITTEE OFFICERNA Control
White, Nathaniel, BruceICCO/ CONTROLLERNA Control
White, Nathaniel, BruceICCO/ CONTROLLERNA Control
White, Nathaniel, BruceICCO/ CONTROLLERNA Control
White, Nathaniel, BruceICCO/ CONTROLLERNA Control
White, Nathaniel, BruceICCO/ DIRECTOR OF FINANCENA Control
MADISON MARQUETTE INVESTMENT ADVISORS LLCDEMANAGING MEMBERE Control
MADISON MARQUETTE INVESTMENT ADVISORS LLCDEMANAGING MEMBERE Control
ROSEVIEW CAPITAL PARTNERS, LLCDEMANAGING MEMBERE Control
ROSEVIEW CAPITAL PARTNERS, LLCDEMANAGING MEMBERE Control
THE ROSEVIEW GROUP, LLCDEMANAGING MEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
NORTHERN STAR TRUSTCOMPANY LTDFETHE PURE SPRING TRUSTF Control
NORTHERN STAR TRUSTCOMPANY LTDFETHE MONA LISA TRUSTF Control
NORTHERN STAR TRUSTCOMPANY LTDFETHE PURE SPRING TRUSTF Control
NORTHERN STAR TRUSTCOMPANY LTDFETHE MONA LISA TRUSTF Control
CAPITAL GUIDANCE (HOLDING) LTD.FECAPITAL GUIDANCE AMERICA INC.E Control
CAPITAL GUIDANCE (HOLDING) LTD.FECAPITAL GUIDANCE AMERICA INC.E Control
CAPITAL GUIDANCE AMERICA INC.DECG (RETAIL) INC.E Control
CAPITAL GUIDANCE AMERICA INC.DECG (RETAIL) INC.E Control
CG (RETAIL) INC.DEMADISON REALTY CORPORATIONE Control
CG (RETAIL) INC.DEMADISON REALTY CORPORATIONE Control
COSTANTINI, VINCENT, JAMESIROSEVIEW CAPITAL PARTNERS, LLCE Control
COSTANTINI, VINCENT, JAMESIROSEVIEW CAPITAL PARTNERS, LLCE Control
COSTANTINI, VINCENT, JAMESIROSEVIEW CAPITAL PARTNERS, LLCE Control
MADISON MARQUETTE REALTY GROUP LLCDEMADISON MARQUETTE INVESTMENT ADVISORS LLCE Control
MADISON MARQUETTE REALTY GROUP LLCDEMADISON MARQUETTE INVESTMENT ADVISORS LLCE Control
MADISON REALTY CORPORATIONDEMADISON REALTY LLCE Control
MADISON REALTY CORPORATIONDEMADISON REALTY LLCE Control
MADISON REALTY LLCDEMADISON MARQUETTE REALTY GROUP LLCE Control
MADISON REALTY LLCDEMADISON MARQUETTE REALTY GROUP LLCE Control
ROSEVIEW CAPITAL PARTNERS, LLCDEROSEVIEW CAPITAL PARTNERS, LLCE Control
ROSEVIEW CAPITAL PARTNERS, LLCDETHE ROSEVIEW GROUP, LLCE Control
THE MONA LISA TRUSTFECAPITAL GUIDANCE (HOLDING) LTD.C
THE MONA LISA TRUSTFECAPITAL GUIDANCE (HOLDING) LTD.C
THE PURE SPRING TRUSTFECAPITAL GUIDANCE (HOLDING) LTD.C
THE PURE SPRING TRUSTFECAPITAL GUIDANCE (HOLDING) LTD.C

Registrations

Federal

IA
May 12, 2020 REGISTERED

Notice Filings (1)

MA

Address

100 HIGH STREET
SUITE 410
BOSTON, MA 02110
United States
Phone: 617-951-3900