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DESERT ROSE CAPITAL MANAGEMENT, INC.
CRD 154331File 801-124883
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$192.1M
Below cohort median (national)
Discretionary AUM
$191.9M
Non-discretionary $205K
Clients
735
1,144 accounts
Employees
22
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
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, 5GCompensation
- 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 19 | 22 | increased by3 |
| Mar 1, 2026 | Clients | 393 | 735 | increased by342 |
| Mar 1, 2026 | AUM | $112,679,913 | $192,134,096 | increased by$79,454,183 |
| Mar 1, 2026 | Accounts | 686 | 1,144 | increased by458 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 19 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 173 | 393 | increased by220 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $151,722,562 | $112,679,913 | decreased by$39,042,649 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 588 | 686 | increased by98 |
| Jun 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DESERT ROSE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DESERT ROSE” may also match similarly-named firms). Confirm identity against each filing.
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.