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Rosecliff Capital Advisory
Rosecliff Capital Advisory was established in 2020 as a US-based wealth manager. The firm provides investment management and advisory services to a client base...
Rosecliff Capital Advisory
Rosecliff Capital Advisory was established in 2020 as a US-based wealth manager. The firm provides investment management and advisory services to a client base that includes individuals, high-net-worth families, trusts, estates, charitable organizations, and corporations. The firm’s service model integrates financial planning with portfolio construction and risk management. Client assets are managed through discretionary mandates that typically span public equities, fixed income, and diversified multi-asset portfolios. Rosecliff targets long-term capital preservation and growth for private clients alongside institutional-style allocation frameworks for trusts and corporate accounts. Geographic concentration is in the United States, with all advisory activities centered on domestic markets. Rosecliff operates from a single office in New York. The firm’s scale and internal team structure are not publicly disclosed. No adjacent vehicles, philanthropic foundations, or co-investment clubs are currently associated with the firm in public records. As a boutique wealth manager launched in 2020, Rosecliff’s architecture is defined by its focus on combining financial planning with discretionary portfolio management for a compact, multi-constituent client base. The firm does not operate separate asset management subsidiaries or external fund platforms, keeping advisory and investment functions integrated within a single entity.
General information
Firm type
Bank / Wealth / Trust
Year founded
2020
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Frequently asked questions
What types of clients does Rosecliff Capital Advisory serve?
Rosecliff advises individuals, high-net-worth individuals, trusts, estates, charitable organizations, and corporations. The firm's filing disclosures frame its client base as a mix of private wealth and institutional-like structures, including trust and estate accounts.
What investment services does Rosecliff Capital Advisory provide?
The firm offers investment advisory services, financial planning, investment management, portfolio management, wealth management, and risk management. These services are delivered through discretionary portfolio mandates rather than via pooled fund vehicles, based on current disclosures.
Does Rosecliff Capital Advisory manage any pooled investment vehicles or external funds?
No. Public filings do not indicate that Rosecliff operates any registered mutual funds, private funds, or external pooled vehicles. The firm appears to manage all client assets through individually tailored separately managed accounts.
How large is Rosecliff Capital Advisory in terms of assets or team size?
Rosecliff has not publicly disclosed assets under management or total client assets. The number of advisory professionals and total staff is also not published. The firm maintains a low public profile with no reported headcount figures.
Where is Rosecliff Capital Advisory located and where do its clients reside?
The firm is headquartered in New York, New York, and operates from a single office. Its client disclosures indicate a domestic, US-based clientele, consistent with its regulatory filings as a US wealth manager.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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