Falists
← Back to search

ROSE SMART GROWTH INVESTMENT ADVISORS, LLC

CRD 161271 · SEC 801-73867

Visit website

551 FIFTH AVENUE, 23RD FLOOR, NEW YORK, NY, 10176, United States

Phone

917-542-3600

Fax

917-542-3601

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.00B

Discretionary AUM

$2.00B

Team

50 total employees; 50 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees; ACQUISITION, REFINANCING & DISPOSITION FEES

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles7$2.00B

States served

NY

All web addresses on file

Official SEC filing: View on IAPD