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- Custodian
- Broadridge · Pershing · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-02-2017
- Office Locations
- 1
Office Locations
About Rossmore Private Capital, LLC
Rossmore Private Capital is an independent, modern wealth manager serving individuals and families with family-office style advice designed to minimize conflicts. The firm delivers customized wealth planning and portfolio construction, including financial, tax and estate planning coordination and insurance planning. Portfolios are built primarily with ETFs and public funds around asset allocation and risk management; custody includes Pershing and reporting uses Addepar.
Team overview
Insights
Asset Classes
Client Personas
CRM
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MATTHEW DAVID MACLEAN
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- CRD
- #5515068
- Ownership
- 25% but less than 50%
BRIAN JOSEPH SHEEHAN
Chief Compliance Officer, Managing Principal
- CRD
- #6423131
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,753,885,075 | $2,152,006 |
| Non-Discretionary | $169,491,765 | $1,803,104 |
| Total | $1,923,376,840 | $2,115,926 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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