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ROSE PARK ADVISORS, LLC

BOSTON, MA · CRD 162017 · IAPD ↗ · roseparkadvisors.com · 617-849-9239

$629.9MRegulatory AUM
5Advisory reps
13Employees
0Clients
n/aPlanning clients
7Private funds
1States
6Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
February 2025 — ROSE PARK ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 4 (2 -> 6).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
38
April 2024 — ROSE PARK ADVISORS, LLC added office(s): 2 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.