Overview
Assets Under Management: $192 million
Headquarters: MERIDIAN, ID
High-Net-Worth Clients: 36
Average Client Assets: $1.4 million
Frequently Asked Questions
DESERT ROSE CAPITAL MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #154331), DESERT ROSE CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
DESERT ROSE CAPITAL MANAGEMENT, INC. is headquartered in MERIDIAN, ID.
DESERT ROSE CAPITAL MANAGEMENT, INC. serves 36 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, DESERT ROSE CAPITAL MANAGEMENT, INC. offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
DESERT ROSE CAPITAL MANAGEMENT, INC. manages $192 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, DESERT ROSE CAPITAL MANAGEMENT, INC. serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 27.02%
Average Client Assets: $1.4 million
Total Client Accounts: 1,144
Discretionary Accounts: 1,142
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 154331
Filing ID: 2078433
Last Filing Date: 2026-03-20 14:28:07