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Rossby Financial, LLC

● SEC registered since 2023CRD 324631SEC# 801-127370Melbourne, FL
Export (members)
Reg. AUM
$358.6M
Employees
4
Accounts
804
Location
Melbourne, FL

Rossby Financial, LLC assets under management

Rossby Financial, LLC is a registered investment adviser overseen by the SEC based in Melbourne, FL. The firm has been registered since 2023. It reports $358.6 million in regulatory assets under management and employs 4 people.

Rossby Financial, LLC owners & executives

5 reported
NameTitleOwnershipSince
Andrew John Evans ControlCco, Ceo, President50-75%2022
Christopher Joseph Marsico ControlMember25-50%2023
Jason Lee RennerEmployee Ownership - Class A And B SharesUnder 5%2023
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Frequently asked questions

How much does Rossby Financial, LLC manage?

Rossby Financial, LLC reports $358.6 million in regulatory assets under management on its Form ADV.

How many employees does Rossby Financial, LLC have?

Rossby Financial, LLC reports 4 employees.

Where is Rossby Financial, LLC located?

Rossby Financial, LLC is based in Melbourne, FL and has been SEC-registered since 2023.

Does Rossby Financial, LLC disclose fund performance?

Rossby Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2412 Irwin Street, Melbourne, FL 32901
Phone321-209-0111
Office hours9:00 a.m. - 4:30 p.m.
SEC regionMiami Regional Office (MIRO)
CIK2056510
Discloses disciplinary historyNo

Assets under management

Discretionary$358.6M
Non-discretionary$0
Total (RAUM)$358.6M