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Homestead Financial Partners

Homestead Financial Partners. CRD 306371

Homestead Financial Partners logo

CRD: 306371

Homestead Financial Partners

Tampa, FL, 33629
8132957150
homesteadfp.com
$18.2M Total AUM
$18.2M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
BeaconDelta
Established Date
01-21-2020
Office Locations
1

Office Locations

-- Tampa FL

About Homestead Financial Partners

Homestead Financial Partners provides integrated wealth management for families, high-net-worth individuals, and business owners, combining active portfolio management focused on income and capital preservation with sophisticated planning and tax-aware advice. Founder/PM Simon Rosenberg brings institutional value-investing experience and builds customized, low-cost brokerage portfolios (often ETF-based) on platforms such as Schwab.

Team overview

-- AVG AGE
$18.2M AVG AUM / ADVISOR
$789.2K AVG AUM / CLIENT
6.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Summit Bridge ember Frontier pioneer Matrix Signal Element Delta Delta Catalyst Capital

Client Personas

Value Fusion signal

Custodian

Atlas Vertex Glacier Bridge optima Wave zenith

Investment Themes

Fusion

Investment Vehicles

Matrix Pioneer ridge

Services

Summit Wave eagle Delta eagle Momentum summit Beacon bridge Frontier eagle Optima bridge Focus

Technology

Summit unison North horizon

Owner & Executives

S

SIMON CAWTHON ROSENBERG

Chief Compliance Officer, Managing Member, Partner

CRD
#5470488
Ownership
75% or more
(822) 544-3216
alpha.bridge@embercapital.com
in linkedin.com/in/unison-crest

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Contacts

S

Simon Rosenberg

Owner

CRD
--
(644) 958-4031
capital.vector@foundationcapital.com
in linkedin.com/in/vertex-summit

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $18,152,124 --
Non-Discretionary $0 --
Total $18,152,124 --

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Separately Managed Accounts

Total SMA Asset: $18,152,124

$18.2M Total SMA
Equity - Exchange:
35.1%
U.S. Government/Agency:
20.5%
Cash:
30.6%
Corporate - Investment Grade:
13.8%
Asset class Assets Assets %
Equity - Exchange $2,937,040,785 35.1%
U.S. Government/Agency $1,715,365,701 20.5%
Cash $2,560,497,095 30.6%
Corporate - Investment Grade $1,154,733,984 13.8%
Total $8,367,637,565 100.0%

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