Overview
Rose Smart Growth Investment Advisors, LLC (“RSGIA” or “we”) was established on June 1,
2005. RSGIA is an affiliate of Rose Companies Holdings LLC (“Rose Companies”), a Delaware
limited liability company, and is majority owned by Jonathan F.P. Rose, along with three
additional partners: Nathan Taft, Christopher Edwards, and Brandon Kearse. RSGIA was formerly
known as Rose Smart Growth Management I, L.L.C.
We are an investment advisor engaging in two lines of business: (i) we act as contractual manager
to pooled investment vehicles, such as limited partnerships, limited liability companies and real
estate investment trusts or REITs (“Funds” or “Clients”). Affiliates of RSGIA generally act as the
general partner/managing member of the Funds. RSGIA’s Funds invest in portfolios comprised
principally of multifamily and office properties throughout the United States.
Investment opportunities are offered privately to institutional, high-net-worth, and foreign
investors. Each investor in the Funds is required to be an accredited investor pursuant to Regulation
D under the Securities Act of 1933, as amended (the “Securities Act”). In addition, RSGIA pooled
investment
vehicles qualify under Section 3(c)(1) or Section 3(c)(5) of the Investment Company
Act of 1940, as amended (the “Investment Company Act”). Pooled investment vehicles are not
tailored to meet the individualized investment needs of any particular investor. An investment in
a pooled investment vehicle does not create a client-adviser relationship between RSGIA and an
underlying investor.
RSGIA offers a full range of real estate investment advisory services, including, but not limited
to, acquisitions, financing, asset management, greening and dispositions. We tailor our advisory
services to the specific investment objectives and restrictions of each Fund as set forth in the
Fund’s governing documents. RSGIA’s advice is limited to U.S. real estate investments.
All investors should refer to the relevant Fund’s offering documents in conjunction with this
brochure for complete information on investment objectives, fees, strategies, and restrictions. There
is no assurance that Funds will meet their performance objectives.
As of December 31, 2023, RSGIA managed approximately $2,028,962,138 of assets, all on a
discretionary basis.