DESERT ROSE CAPITAL MANAGEMENT, INC.

CRD 154331File 801-124883

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Mar 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$192.1M

Below cohort median (national)

Discretionary AUM

$191.9M

Non-discretionary $205K

Clients

735

1,144 accounts

Employees

Bottom 25% of cohort in ID

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: May 3, 2022
Principal office: 2929 W. NAVIGATOR DRIVE, STE. 320, MERIDIAN, ID, 83642
Phone: 208 297-2710
Website: HTTP://WWW.DESERTROSECAPITAL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $192.1M
Discretionary AUM: $191.9M
Non-discretionary AUM: $205K
Discretionary accounts: 1,142
Non-discretionary accounts: 2
Total accounts: 1,144
AUM per client: $261K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other investment advisers	9	$34.1M
High net worth individuals	36	$51.9M
Pooled investment vehicles	1	$37.5M
Pension and profit sharing plans	2	$234K
Individuals (other than high net worth individuals)	687	$68.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Other
Selection of other advisers
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

Q11G

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.