Updated:
Rossi Financial Group
ROSSI FINANCIAL GROUP is an SEC-registered investment adviser in EL DORADO HILLS, CA. The firm manages approximately $42 million in regulatory assets.
Rossi Financial Group
ROSSI FINANCIAL GROUP is an SEC-registered investment adviser in EL DORADO HILLS, CA. The firm manages approximately $42 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Single Family Office
Location
Region
North America
Principals
Peter Rossi
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Rossi Financial Group?
Peter Rossi, the founder, is the sole known principal and decision-maker for all investment activities. The firm operates with a small team, and there is no publicly disclosed CIO or investment committee beyond Rossi (per public record).
How does Rossi Financial Group source proprietary deal flow?
The firm relies on relationships built through Peter Rossi's career in financial services and his network of general partners and advisors. It does not maintain a public sourcing program or separate deal-origination team.
Is Rossi Financial Group structured as a single family office or does it operate more like a venture firm?
It is structured as a single-family office, managing the wealth of the Rossi family. It does not operate as a venture firm; instead, it focuses on private equity, real estate, hedge funds, and infrastructure with a long-term investment horizon.
Does Rossi Financial Group participate in fund commitments or only direct deals?
The firm engages in both fund commitments and direct co-investments. It allocates to external managers across hedge funds and private equity while also pursuing direct deals in real estate and infrastructure (per public record).
What investment stages does Rossi Financial Group typically target?
The firm does not publicly disclose a specific stage preference, but its focus on private equity, real estate, infrastructure, and hedge funds suggests a mix of growth equity, buyout, and opportunistic strategies across both public and private markets.
Profile maintained by Altss 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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: