# Rosemawr Management LLC

> Rosemawr Management LLC is an SEC-registered investment advisory firm in Miami Beach, FL, registered since 2009, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 9, 2026.

- CRD: 148984
- Filed as: ROSEMAWR MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami Beach, FL
- Filing period: October 2026
- Form ADV filing dated: June 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/148984
- AdvisorCensus page: https://advisorcensus.com/firm/rosemawr-management-llc-miami-beach-fl-148984

## Quick answers

**How is Rosemawr Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Rosemawr Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Rosemawr Management LLC located?**
Rosemawr Management LLC's principal office is in Miami Beach, FL, according to its Form ADV.

**Is Rosemawr Management LLC registered with the SEC or a state?**
Rosemawr Management LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 148984.

**How much does Rosemawr Management LLC manage?**
Rosemawr Management LLC reports $843,571,000 in regulatory assets under management in its Form ADV filing dated June 9, 2026 (100% discretionary).

**How have Rosemawr Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Rosemawr Management LLC: Regulatory assets under management: $1,522,884,000 in the October 2021 data and $843,571,000 in the October 2026 data, down 45%. Total employees: 17 in October 2021 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Rosemawr Management LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (13).

**Does Rosemawr Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/148984

**What changed in Rosemawr Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,167,859,000 to $843,571,000 (-28%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $843,571,000
- Discretionary: $843,571,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 13 | $843,571,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2009 (17 years)
- Employees: 23 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rosemawr.com
- LinkedIn @rosemawr-management-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,522,884,000 | 17 | March 31, 2021 |
| October 2022 | $1,423,449,000 | 18 | March 30, 2022 |
| October 2023 | $1,304,820,000 | 21 | September 20, 2023 |
| October 2024 | $1,435,699,000 | 22 | May 20, 2024 |
| October 2025 | $1,167,859,000 | 22 | July 25, 2025 |
| October 2026 | $843,571,000 | 23 | June 9, 2026 |

Regulatory assets under management: $1,522,884,000 in the October 2021 data and $843,571,000 in the October 2026 data, down 45%.
Total employees: 17 in October 2021 and 23 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,167,859,000 to $843,571,000 (-28%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rosemawr Management LLC (CRD 148984): Form ADV filing data as of October 2026.