Desert Rose Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Meridian, ID. Its latest Form ADV filing, dated March 20, 2026, reports $192M in regulatory assets under management, 22 employees, 7 offices, and 1,144 accounts.
Assets Under Management
$192M
Employees
22
Offices
7 offices
Total Clients
735
Primary office
MERIDIAN, ID
2929 W. NAVIGATOR DRIVE, STE. 320, MERIDIAN, ID, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 93.5% of total clients.
Top client categories% of clientsClients
1
Individuals
93.5%
687
2
HNWI
4.9%
36
3
Other Advisers
1.2%
9
4
Pension Plans
0.3%
2
5
Pooled Investment Vehicles
0.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$192Mas of March 20, 2026
Discretionary99.9%
$192M
100% of total RAUM99.9%
Non-discretionary0.1%
$205K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$192M
Total Accounts1,144
10Y AUM Change+$40M (+26.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee33:1
10Y Employee Change+15 (+214.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.