# Rose Capital

> Rose Capital is a state-registered investment advisory firm, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 106608
- Filed as: ROSE CAPITAL
- Legal name: Igdaloff Barry
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Ohio
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/106608
- AdvisorCensus page: https://advisorcensus.com/firm/rose-capital-106608

## Quick answers

**How is Rose Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Rose Capital reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is Rose Capital registered with the SEC or a state?**
Rose Capital is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 106608.

**How much does Rose Capital manage?**
Rose Capital reports $81,180,422 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**What types of clients does Rose Capital serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (22).

**Does Rose Capital report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/106608

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $81,180,422
- Discretionary: $81,180,422
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 22 | $81,180,422 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rose Capital (CRD 106608): Form ADV filing data as of October 2026.