$81.2M Total AUM
$81.2M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
30 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Prudential
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-01-1995
- Office Locations
- 1
Office Locations
-- Blacklick OH
About Rose Capital
Rose Capital is a long-term, value-oriented investment platform focused on the global legal cannabis sector. The firm partners with cannabis operators and management teams, providing strategic capital and tailored structures across lending, growth equity, control buyouts, distressed/restructurings, and public investing. Investment focus spans data & analytics, distribution & logistics, and consumer packaged goods/ancillary products, backed by diligence in the space since 2009.
Team overview
-- AVG AGE
$81.2M AVG AUM / ADVISOR
$3.7M AVG AUM / CLIENT
30.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
B
BARRY ALAN IGDALOFF
--
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,180,422 | $223,688 |
| Non-Discretionary | $0 | -- |
| Total | $81,180,422 | $223,688 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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