SourcingSourcing

ROSE PARK ADVISORS, LLC

C44
CRD 162017·SEC 801-100483·BOSTON, MA
AUM
$629.9M
$500M-$1B
Est. Revenue
$6.3M
@ 1% on AUM
Est. EBITDA
$1.9M
@ 30% margin
Est. Deal Value
$15.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ROSE PARK ADVISORS, LLC
CRD
162017
SEC file #
801-100483
EIN
000000000
DBA names
—

Economics

AUM
$629.9M
AUM band
$500M-$1B
AUM trajectory
'20'26
$636.6M → $629.9M▼ -1%
Client mix
Pooled Investment Vehicles10

Operations

Employees (total)
13
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
5 advisors → 5 advisors▬ 0%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/15/2026
ADV-W filed at
—
Website
roseparkadvisors.com

Compliance

Disclosures (firm)
4
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CHRISTENSEN, MATTHEW, QUINN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
CHRISTENSEN, MATTHEW, QUINN
Christensen, Christine
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ROSEPARKADVISORS.COM
Rdap Domain Creation Date
2007-03-06T19:36:55Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001555934
Edgar Registered
Yes
Edgar Filing Count
14
Edgar First Filing Date
2012-08-10
Edgar Last Filing Date
2025-10-22
Edgar Form D Count
14
Edgar Form D Offerings
2025-10-222025-10-22 · 0001555934-25-000002
2024-10-222024-10-22 · 0001555934-24-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Goldman Sachs6
E*trade4
Jpmorgan2
State Street1
Edgar Addresses
Mailing
C/O ROSE PARK ADVISORS, LLC200 STATE STREETBOSTON, MA 02109
Business
C/O ROSE PARK ADVISORS, LLC200 STATE STREETBOSTON, MA 02109
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-10-22 · 0001555934-25-000002
D/A2024-10-22 · 0001555934-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-06T19:36:55Z
Rdap Domain Last Changed
2026-03-07T11:51:38Z
Rdap Nameservers
Ns03.domaincontrol.comNs04.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5175708
Trust Company Affiliate
Yes

People (3)

3
CHRISTENSEN, MATTHEW, QUINN
Direct Owner · 62.5%
5175708
Christensen, Christine
Direct Owner · 37.5%
7522462
MARTINEZ, JOEY, CESAR
Executive Officer · 2.5%
6375888