BOLDROSE CAPITAL
BOLDROSE MANAGEMENT GROUP, LLC Legal Name
Adviser information for BOLDROSE CAPITAL last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Principal Office
177 WEST PUTNAM AVENUEGREENWICH
CT
United States
Monday - Friday, 8-6
Tel: 201-431-6425, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
| BOLDROSE INVESTMENT GROUP LLC | Sponsor, GP, manager of pooled investment vehicles |
| ROSE CAPITAL FUND I GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| ROSE CAPITAL PRE-FUND GP LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ROSE CAPITAL FUND I LP | Private Equity Fund | $14.0M | $1.0M | 88 |
| RSG1 LLC | Private Equity Fund | $0.6M | $0.1M | 5 |
| RSG6 LLC | Private Equity Fund | $0.3M | $0.1M | 3 |
| SRG1 LLC | Private Equity Fund | $1.9M | $0.1M | 4 |
| SRG2, LLC | Private Equity Fund | $11.4M | $0.1M | 32 |
| SRG3 LLC | Private Equity Fund | $1.0M | $0.1M | 4 |
| SRG4 LLC | Private Equity Fund | $0.4M | $0.1M | 4 |
| SRG5, LLC | Private Equity Fund | $0.4M | $0.1M | 6 |
| SRG6, LLC | Private Equity Fund | $0.1M | $0.1M | 3 |
| SRG7 LLC | Private Equity Fund | $0.3M | $0.1M | 4 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SCHWEIBOLD, ANDREW, TODD | Individual | – | CHIEF EXECUTIVE OFFICER | 05/2016 | 50-75% |
| Rosenthal, Jonathan, Lawrence | Individual | – | MANAGING PARTNER, STRATEGY & MARKET INTELLIGENCE | 05/2016 | 50-75% |
| Kavanagh, Eileen | Individual | – | CHIEF FINANCIAL OFFICER | 12/2020 | < 5% |