Adviser Profile
| As of Date | 04/01/2023 |
| Registration status | Registration Changed to BOLDROSE MANAGEMENT GROUP, LLC |
| ADV Location | GREENWICH, CT, United States |
| Contact Info | 201 xxxxxxx |
| Websites |
| AUM* | 118,949,271 |
| of that, discretionary | 86,091,479 |
| Number of Employees | 7 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 6,997,016 |
| SMA’s | Yes |
| Private Funds | 0 17 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
112M
96M
80M
64M
48M
32M
16M
2021
2022