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ROSSMORE PRIVATE CAPITAL, LLC
CRD 288453File 801-110562
APPROVED
Retail clients
Custody
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.92B
Top 25% of cohort (national)
Discretionary AUM
$1.75B
Non-discretionary $169.5M
Clients
275
909 accounts
Employees
10
Above cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jun 2, 2017
- Principal office
- 628 HEBRON AVENUE, SUITE 306, GLASTONBURY, CT, 06033
- Phone
- 860-200-6079
- Website
- HTTP://ROSSMORE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.92B
- Discretionary AUM
- $1.75B
- Non-discretionary AUM
- $169.5M
- Discretionary accounts
- 815
- Non-discretionary accounts
- 94
- Total accounts
- 909
- AUM per client
- $7.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $129.6M |
| Charitable organizations | 10 | $12.5M |
| High net worth individuals | 190 | $1.75B |
| Pension and profit sharing plans | Fewer than 5 | $2.3M |
| Individuals (other than high net worth individuals) | 63 | $24.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — FEES FOR TRUSTEE SERVICES (A PERCENTAGE OF ASSETS UNDER TRUST)
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
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.