Rose Park Advisors, LLC

Fee-Only (% of Portfolio)

Rose Park Advisors is an investment adviser that manages private funds for institutional and high-net-worth investors. The firm focuses on two main strategies: Disruptive Innovation funds, which invest globally in companies poised to benefit from industry disruption, and Consumer Growth Partners funds, which target early-stage consumer product companies in North America. Rose Park Advisors evaluates investment opportunities using proprietary research frameworks, handles negotiations and structuring for investments, and monitors portfolio companies through to exit strategies. The firm's services are provided directly to its pooled investment funds rather than to individual retail accounts. Clients include qualified purchasers, pension plans, endowments, and high-net-worth individuals.

Assets Under Management$630M
Clients10
AdvisorsN/A
Avg. per Client$63M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Rose Park Advisors, LLC - Fees, AUM & Advisors | TrueAdvisor