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Roshan Private Wealth Management, LLC
Roshan Private Wealth Management, LLC is a state-registered investment adviser in Palm Harbor, FL. It has one employee and one investment adviser.
Overview
Roshan Private Wealth Management, LLC is a state-registered investment adviser in Palm Harbor, FL. It has one employee and one investment adviser. The firm is based in Palm Harbor.
General information
Firm type
Multi Family Office
Sector focus
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.
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.
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