Updated:
Shufro, Rose & Co.
Shufro, Rose & Co. has advised wealthy families since 1938, now serving fourth-generation clients through named advisory groups based in New York.
Shufro, Rose & Co.
Shufro, Rose & Co. was founded in 1938 and operates as a wealth manager and registered investment advisor. The firm structures its client service around dedicated advisory groups — Contant-Leit, Kaminsky-Silverman, Shufro-Glass, and Wacht — each responsible for a discrete set of families and individuals. This model pushes relationship ownership down to named teams rather than a centralized investment committee. On strategy, the firm does not market a single house portfolio. Each advisory group builds customized allocations spanning traditional equities and fixed income, with additional capabilities in tax, estate, and retirement planning. It does not publicly disclose specific investment vehicles, stage preferences, or direct deal activity. Its geographic focus is the United States, anchored by its New York headquarters. Team scale and total assets are undisclosed. The firm's website highlights more than 85 years of continuous operation and a multi-generational client base, but it releases no professionals count, no deployment figures, and no philanthropic or adjacent-vehicle structures. Structurally, Shufro Rose is distinct in operating as a loose federation of named wealth-management teams inside a single RIA. That architecture allows individual group leads — each the primary contact for their families — to shape planning and portfolio decisions without a mandated firm-wide model portfolio, which makes the group affiliation the actual locus of trust.
General information
Firm type
Bank / Wealth / Trust
Year founded
1938
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Frequently asked questions
How is Shufro Rose structured compared to a traditional single-family office?
It operates as a registered investment advisor with multiple internal advisory groups — Contant-Leit, Kaminsky-Silverman, Shufro-Glass, and Wacht — that each serve a dedicated roster of client families. This makes it a multi-family wealth manager where relationship ownership sits at the group level, not with a centralized family-office staff. Families join a specific team rather than a monolithic firm.
Who runs investment decisions at the firm?
The firm does not name a single CIO or centralized investment committee publicly. Each advisory group constructs and manages its own client portfolios, suggesting investment decision-making authority is distributed among the group leads and their teams. Exact decision-makers per group are not disclosed.
Does Shufro Rose make direct investments or fund commitments?
The firm discloses no specific investment structures. It positions itself around wealth management services — tax planning, estate planning, retirement planning, and portfolio management — rather than direct private investing or fund commitments. The website gives no indication of venture capital, private equity, or direct deal activity.
What is the scale of Shufro Rose?
AUM and total assets are undisclosed. The firm describes 85 years of operation and a client base that includes fourth-generation families, but it releases no asset-level or account-level figures. Team size is similarly unstated, making independent scale estimates difficult.
Does the firm manage assets for non-family clients?
Yes. While the firm emphasizes multi-generational families, it also advises individuals, high-net-worth individuals, and trusts. It does not claim to be exclusively a family office, and its RIA structure points to a broader wealth-management client base.
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: