# Roshan Private Wealth Management, LLC

Roshan Private Wealth Management, LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 338403
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338403

## About

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.

## Sectors

- Real Estate
- Infrastructure
- Private Credit
- Hedge Funds
- Secondaries & Special Situations

## 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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Last updated: 2026-07-06T01:24:24.654Z

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