ROSSMORE PRIVATE CAPITAL, LLC
C12
CRD 288453·SEC 801-110562·GLASTONBURY, CT
AUM
$1.92B
$1B+
Est. Revenue
$19.2M
@ 1% on AUM
Est. EBITDA
$5.8M
@ 30% margin
Est. Deal Value
$46.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $433.9M
'21 · $586.9M
'22 · $855.2M
'23 · $993.6M
'25 · $1.32B
'26 · $1.92B
'20'26
$433.9M → $1.92B▲ +343%
Client mix
| Individuals High Net Worth | 190 |
| Individuals Other | 63 |
| Corporations | 11 |
| Charitable Organizations | 10 |
| Pension Profit Sharing Plans | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 3 advisors
'21 · 4 advisors
'22 · 4 advisors
'23 · 4 advisors
'25 · 5 advisors
'26 · 7 advisors
'20'26
3 advisors → 7 advisors▲ +133%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited