Jed Dempsey is a registered investment advisor at Rockrose Capital Management, LLC, based in San Francisco, CA, with 19 years of industry experience. Jed operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $48M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rockrose Capital Management is paid by the fund it manages. The firm receives a management fee of 1.5% per year, calculated quarterly, based on the value of investors' holdings in the fund. Rockrose also receives 20% of the fund's appreciation above certain high points in value, called an "incentive allocation."
Location
50 California Street, Suite 1500, San Francisco, CA, 94111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Rockrose Capital Management, LLC
State Registrations1 state
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