| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Rose Affordable Housing Preservation Fund LLC | Real Estate | $89.7M | — |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Carolyn Au Control | Chief Compliance Officer; Chief Operating Officer | Under 5% | 2022 |
| Jonathan F.p. Rose Control | Chief Executive Officer | Under 5% | 2006 |
| Rose Community Holdings, LLC Control | Managing Member | Over 75% | 2017 |
Rose Smart Growth Investment Advisors, LLC reports $1.9 billion in regulatory assets under management on its Form ADV.
Rose Smart Growth Investment Advisors, LLC manages 1 private funds with combined gross assets of $89.7 million.
Rose Smart Growth Investment Advisors, LLC reports 49 employees.
Rose Smart Growth Investment Advisors, LLC is based in New York, NY and has been SEC-registered since 2012.
Rose Smart Growth Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 551 Fifth Avenue, 23rd Floor, New York, NY 10176 |
| Phone | 917-542-3600 |
| Fax | 917-542-3601 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.91B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.91B |