# Rosecliff Capital Advisory

Rosecliff Capital Advisory is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** rosecliffcapital.com

## Regulatory record

- **CRD number:** 305951
- **SEC file number:** 801-119344
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305951

## About

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.

## 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.

### 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.

## Related profiles

- [Rose Capital](https://altss.com/profile/rose-capital)
- [Rosecliff Ventures](https://altss.com/profile/rosecliff-ventures)

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Last updated: 2026-06-03T20:00:00.000Z

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