Boldrose Management Group, Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Private funds (10)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $30.3M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Rose Capital Fund I Lp | Private Equity Fund | Delaware | $14.0M | 88 |
| Srg2, Llc | Private Equity Fund | Delaware | $11.4M | 32 |
| Srg1 Llc | Private Equity Fund | Delaware | $1.9M | 4 |
| Srg3 Llc | Private Equity Fund | Delaware | $989K | 4 |
| Rsg1 Llc | Private Equity Fund | Delaware | $556K | 5 |
| Srg5, Llc | Private Equity Fund | Delaware | $449K | 6 |
| Srg4 Llc | Private Equity Fund | Delaware | $426K | 4 |
| Rsg6 Llc | Private Equity Fund | Delaware | $273K | 3 |
| Srg7 Llc | Private Equity Fund | Delaware | $264K | 4 |
| Srg6, Llc | Private Equity Fund | Delaware | $103K | 3 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rosenthal, Jonathan, Lawrence | Managing Partner, Strategy & Market Intelligence | May 2016 (10y) | 50% – 75% | |
| Schweibold, Andrew, Todd | Chief Executive Officer | May 2016 (10y) | 50% – 75% | |
| Aragona, Arin | Managing Partner, Legal & Operations, Cco | Dec 2016 (10y) | Less than 5% | |
| Kavanagh, Eileen | Chief Financial Officer | Dec 2020 (6y) | Less than 5% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (10, $30.3M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Rose Capital Fund I Lp | Private Equity Fund | $14.0M | $1.0M | 88 |
| Srg2, Llc | Private Equity Fund | $11.4M | $50.0K | 32 |
| Srg1 Llc | Private Equity Fund | $1.9M | $50.0K | 4 |
| Srg3 Llc | Private Equity Fund | $989K | $50.0K | 4 |
| Rsg1 Llc | Private Equity Fund | $556K | $50.0K | 5 |
| Srg5, Llc | Private Equity Fund | $449K | $50.0K | 6 |
| Srg4 Llc | Private Equity Fund | $426K | $50.0K | 4 |
| Rsg6 Llc | Private Equity Fund | $273K | $50.0K | 3 |
| Srg7 Llc | Private Equity Fund | $264K | $50.0K | 4 |
| Srg6, Llc | Private Equity Fund | $103K | $50.0K | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗