The Roseline Group

Craig Roseline, the firm's founder, leads the advisory practice and investment direction. The team includes a dedicated investment researcher who performs qualitative and quantitative research to support portfolio decisions, but the firm does not publicly identify a separate CIO or investment committee.

The firm serves individuals, families, and closely held businesses, with a focus on business owners who need integrated tax and investment advice. Its client base appears concentrated in the Richmond, Virginia region, built through professional referrals from its CPA network and decades of local practice.

It is neither. Roseline operates as a professional services firm — a tax and financial planning practice that also manages client investments. It functions like an outsourced family office for business owners but serves multiple unrelated families on a fee-for-service basis.

The firm constructs client portfolios in-house using internal research. It does not publicly market proprietary funds, and there is no evidence of a fund-of-funds or external-manager selection platform. Investment decisions are made on a discretionary, individualized basis for each client.

Roseline does not publicly discuss co-investment activity. Given its structure as a CPA-led wealth management practice serving local business owners, its client portfolios are more likely constructed from publicly traded securities and managed accounts than from private-market co-investments alongside institutional GPs.