Rossmore Private Capital, LLC

Rossmore Private Capital, LLC is an SEC-registered investment adviser established in 2017. The firm specializes in providing investment advisory services to high net worth individuals, trusts, private foundations, and pension/profit-sharing plans. Services include asset management, family office services, and advice on various securities and alternative assets. As of February 20, 2025, Rossmore had $1,315,900,298 in assets under management. The firm charges annual management fees ranging from 0.05% to 2.00% of assets under management, with fees negotiable and calculated in advance. Clients must have a minimum account size of $2,000,000, which may be waived at Rossmore's discretion. Investment strategies focus on customized asset allocation, manager/fund selection, and long-term portfolio diversification. Rossmore does not charge performance-based fees and acts with investment discretion, limited by client agreements. The firm's investment philosophy includes risk management and seeking best execution for client transactions. Rossmore has a code of ethics, reviews client accounts regularly, and votes proxies in clients' best interests. The firm does not compensate for client referrals and does not have custody over all client accounts. Clients receive periodic account statements from their custodian. Rossmore does not require prepayment exceeding $1,200 and has no financial conditions impairing its ability to meet commitments.