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ROSCOMMON ANALYTICS LLC

NEW YORK, NY · CRD 332346 · IAPD ↗ · 212-850-8865

$880.6MRegulatory AUM
45Advisory reps
95Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
August 2026 — ROSCOMMON ANALYTICS LLC moved its main office from HOUSTON, TX to NEW YORK, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
33
April 2026 — ROSCOMMON ANALYTICS LLC reported RAUM down 35% ($1.36B -> $880.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
April 2026 — ROSCOMMON ANALYTICS LLC shrank from 54 to 45 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
38
April 2026 — ROSCOMMON ANALYTICS LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
35
April 2025 — ROSCOMMON ANALYTICS LLC moved its main office from NEW YORK, NY to HOUSTON, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
40
April 2025 — ROSCOMMON ANALYTICS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2025 — ROSCOMMON ANALYTICS LLC grew from 45 to 54 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2025 — ROSCOMMON ANALYTICS LLC crossed $1B in regulatory AUM ($753.8M -> $1.36B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
83
October 2024 — ROSCOMMON ANALYTICS LLC (NEW YORK, NY) is newly SEC-registered with $753.8M RAUM and 45 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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