Multi-Family OfficeRIA · CRD 338403SEC-Registered

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Roshan Private Wealth Management, LLC

Roshan Private Wealth Management, LLC is a registered multi-family office serving HNW families through direct deals and alternative strategies.

Roshan Private Wealth Management, LLC

Roshan Private Wealth Management, LLC is a registered investment advisor structured as a multi-family office. Its founding details and named principals are not publicly available through the firm's own channels or third-party profiles, making its operational history and leadership opaque. The firm's name suggests a connection to the Roshan family, but no specific wealth origin has been disclosed. The firm allocates capital across private credit, real estate, infrastructure, hedge funds, and secondaries and special situations. It focuses on direct deals and co-investments alongside external GPs, as is typical for multi-family offices serving HNW families. The geographic footprint is not confirmed, but the entity's registration likely ties it to a United States domicile, with potential interest in North American and select global markets. No named portfolio companies or deals have been identified in public filings or press reports. Team size and additional office locations remain undisclosed. The firm has not confirmed any philanthropic or operating-company vehicles. No recent operational event—such as a closed fund, personnel change, or major investment—has been publicly reported in the last 24 months. This lack of observable activity suggests a low public profile or a non-disclosure posture. Roshan Private Wealth Management's structural differentiator is its RIA registration, which imposes fiduciary and compliance requirements distinct from those of an unregistered single-family office. This regulatory posture may allow it to manage capital for multiple families while maintaining oversight through a regulated entity, though the firm's actual client base and governance model are not verifiable from public sources.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Sector focus

Real EstateInfrastructurePrivate CreditHedge FundsSecondaries & Special Situations

Frequently asked questions

Who runs investment decisions at Roshan Private Wealth Management?

No named investment professionals or decision-makers have been publicly identified for Roshan Private Wealth Management. The firm's website and public filings do not list a CIO, CEO, or investment committee. This lack of disclosure is common among smaller family offices and RIAs that operate with limited public visibility.

How does Roshan Private Wealth Management source proprietary deal flow?

The firm likely sources deals through its network of co-investment partners and intermediaries typical of a multi-family office. Without publicly disclosed portfolio companies or transaction history, the specifics of its sourcing model cannot be confirmed. Industry practice suggests a reliance on GP relationships and club-deal structures.

Is Roshan Private Wealth Management structured as a single family office or a multi-family office?

Roshan Private Wealth Management is registered as a registered investment advisor (RIA), which is a structure commonly associated with multi-family offices. This registration allows it to serve multiple high-net-worth families, rather than being a single-family office dedicated to one family's capital. The firm's name and lack of a disclosed single-family mandate support this classification.

Does Roshan Private Wealth Management participate in fund commitments or only direct deals?

The firm's investment approach likely includes both fund commitments and direct co-investments, typical for multi-family offices. No specific fund or direct deal history has been publicly identified. Its focus on alternative strategies suggests flexibility across structures.

What investment stages does Roshan Private Wealth Management typically target?

The firm's known sector tags include private credit, real estate, infrastructure, hedge funds, and secondaries, which span later-stage private markets, secondary liquidity, and liquid alternatives. No early-stage venture or growth equity focus has been indicated. Stage preferences are inferred from these asset-class focuses.

Which sectors does Roshan Private Wealth Management explicitly avoid?

No explicit avoidance of any sector has been disclosed by the firm. Based on its tagged sectors, it appears to concentrate on alternatives and avoid public equities or passive fixed income. The firm has not published a negative screen.

Where does the underlying wealth come from?

The wealth origin is not publicly disclosed. The firm's name suggests a family named Roshan, but no industry, company, or geography of wealth creation has been identified. The lack of disclosure is consistent with a privacy posture common among family offices.

Profile maintained by 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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