GLASTONBURY, CTCRD 288453Latest ADV March 19, 2026
Rossmore Private Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Glastonbury, CT. Its latest Form ADV filing, dated March 19, 2026, reports $1.9B in regulatory assets under management, 10 employees, and 909 accounts.
Assets Under Management
$1.9B
Employees
10
Offices
--
Total Clients
275
Primary office
GLASTONBURY, CT
628 HEBRON AVENUE, SUITE 306, GLASTONBURY, CT, United States
Top client segmentHNWI represent 69.1% of total clients.
Top client categories% of clientsClients
1
HNWI
69.1%
190
2
Individuals
22.9%
63
3
Corporations
4.0%
11
4
Charitable
3.6%
10
5
Pension Plans
0.4%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of March 19, 2026
Discretionary91.2%
$1.8B
91% of total RAUM91.2%
Non-discretionary8.8%
$169M
9% of total RAUM8.8%
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$1.9B
Total Accounts909
10Y AUM Change+$1.9B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee28:1
10Y Employee Change+7 (+233.3%)
* 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.