Rosemount Capital Limited is a large advisory firm based in New York. It manages $298.94 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2011.
Rosemount Capital Limited provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rosemount Capital Limited is $298.94 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -56% since the beginning of its operation, and $298.94 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Rosemount Capital Limited for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Moris Tabacinic is pooled investment vehicles with 1 clients and $298.94 million of assets under management. Among the 8 most similar advisory firms, Rosemount Capital Limited has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $298.94 million for 1 clients. 100% of the firm’s clients are foreign persons or businesses.
Rosemount Capital Limited also advises several private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Moris Tabacinic has been acting as President since 1 Apr 1997. J.P. Morgan Trust Company Of Delaware joined the executive team most recently as the Trustee.
The principal office where Rosemount Capital Limited performs its advisory services is located at 452 Fifth Avenue, New York, NY 10018, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-641-3200 or by fax 212-641-3201. The normal business hours are 9am-6pm on Monday - Friday.