The DESERT ROSE CAPITAL MANAGEMENT is a privately held investment adviser that advises $192.13mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. DESERT ROSE CAPITAL MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 131.3% over the last 5-years.
The Group has been registered with the SEC for 4.25 years and is comprised of 1 filing and 0 relying advisers. They operate out of 5 office locations with their Headquarters at 2929 W. NAVIGATOR DRIVE STE. 320, MERIDIAN, IDAHO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 22 employees comprised of 10 investment and 12 non-investment staff. The total number of Employees increased by 450% over the last 5-years.
Their $192.13mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 11 other accounts. Assets of Individuals clients own $68.45mn or 35.63% of Total Assets and High Net Worth Individuals own $51.91mn or 27.02% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
DESERT ROSE CAPITAL MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.