# Rosemawr Management

Rosemawr Management is an Asset Manager based in Miami Beach, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Miami Beach, United States
- **Region:** North America
- **Address:** Miami Beach, FL, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** www.rosemawr.com
- **LinkedIn:** https://www.linkedin.com/company/rosemawr-management

## Regulatory record

- **CRD number:** 148984
- **SEC file number:** 801-69789
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148984

## About

Rosemawr Management is an established alternative investment management firm focused on investing in the U.S. municipal, not-for-profit, and sustainable infrastructure sectors. Its team identifies attractive investment opportunities and provides flexible financing solutions. The firm was founded in 2008 and has deployed over $7 billion across multiple sectors including charter schools and sustainable infrastructure.

## Sectors

- Infrastructure
- Education
- Energy Transition & Renewables

## Offices

- New York, NY

## People

- Greg Shlionsky — Founder & Portfolio Manager
- Julie Morrone — Director of Research
- James Lister — Director of Origination & Investor Relations
- B.Z. Halberstam — Chief Operating Officer
- Joshua Herlands — Managing Partner, Rosemawr Sustainable Infrastructure Management
- Seth Klempner — Principal
- Jenny Chien — Chief Financial Officer
- Jaclyn Durney — Director of Operations

## Questions

### What does Rosemawr actually invest in?

The firm concentrates on three US-focused sectors: municipal finance, not-for-profit institutions, and sustainable infrastructure. Within municipals, a significant portion targets charter-school facilities. The sustainable-infrastructure book, which now includes an evergreen lending vehicle, finances secured loans against solar, wind, and other sustainable power projects.

### Does the firm raise closed-end funds or open-ended vehicles?

Rosemawr has historically raised closed-end funds — six private capital funds since 2012, plus a charter-school co-investment vehicle and a charter-school management-company fund. In September 2025, it introduced its first open-ended structure, an Evergreen Fund designed for sustained lending to sustainable power projects.

### Where does Rosemawr source its deal flow?

The firm originates directly from relationships with municipal issuers, not-for-profit organizations, and sustainable-infrastructure developers. James Lister, the Director of Origination & Investor Relations, runs that process, which leans on the team’s longstanding presence in niche credit markets rather than brokered auctions.

### Does the firm co-invest alongside external general partners?

Rosemawr often structures its deployments as direct co-investments or bilateral credit facilities rather than committing to third-party managed funds. The charter-school co-investment fund and the closed-end private capital series both execute direct deals alongside select counterparties, reflecting a principal-to-principal posture.

### How is the sustainable infrastructure division structured?

Joshua Herlands runs Rosemawr Sustainable Infrastructure Management as a dedicated vertical within the firm, with its own product — the 2025-launched Evergreen Fund — and a mandate for secured lending against sustainable power assets. This sits alongside the legacy municipal and not-for-profit funds under Greg Shlionsky’s broader portfolio management.

## Related profiles

- [Rosemark Capital Group](https://altss.com/profile/rosemark-capital-group)
- [Rosemeyer Management Group](https://altss.com/profile/rosemeyer-management-group)

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Last updated: 2026-08-11T15:07:57.118Z

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