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ROSSMORE PRIVATE CAPITAL, LLC
CRD 288453File 801-110562
APPROVED
Retail clients
Custody
Filing as of Mar 19, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 9 | 10 | increased by1 |
| Apr 1, 2026 | Clients | 260 | 275 | increased by15 |
| Apr 1, 2026 | AUM | $1,315,900,298 | $1,923,376,840 | increased by$607,476,542 |
| Apr 1, 2026 | Accounts | 850 | 909 | increased by59 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 9 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 183 | 260 | increased by77 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $993,584,409 | $1,315,900,298 | increased by$322,315,889 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 594 | 850 | increased by256 |
| Apr 1, 2022 | Employees | 7 | 8 | increased by1 |
| Apr 1, 2022 | Clients | 167 | 183 | increased by16 |
| Apr 1, 2022 | AUM | $855,240,118 | $993,584,409 | increased by$138,344,291 |
| Apr 1, 2022 | Accounts | 515 | 594 | increased by79 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ROSSMORE PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ROSSMORE PRIVATE” 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.