Firm profile

ROSE PARK ADVISORS, LLC

BOSTON, MACRD 162017Latest ADV April 15, 2026

Rose Park Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated April 15, 2026, reports $630M in regulatory assets under management, 13 employees, 4 offices, and 10 accounts.

Assets Under Management
$630M
Employees
13
Offices
4 offices
Total Clients
10
Primary office
BOSTON, MA
200 STATE STREET, FL 12, BOSTON, MA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJoey C. Martinez

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
10

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$630Mas of April 15, 2026
Discretionary100.0%
$630M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$630M
Total Accounts10
10Y AUM Change+$148M (+30.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees13
Clients per Employee1:1
10Y Employee Change+7 (+116.7%)

* 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.