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Rose Grove Capital Holdings LP (Wellesley)


Rose Grove Capital Holdings LP is a large advisory firm based in Wellesley. It manages $988.84 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Massachusetts.

Rose Grove Capital Holdings provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rose Grove Capital Holdings: assets under management

The assets under management (AUM) of Rose Grove Capital Holdings LP is $988.84 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $988.84 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $247.21 million each.
Rose Grove Capital Holdings has custody of $404.53 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rose Grove Capital Holdings LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Michael Philip Pascucci Principal/portfolio manager 1 Aug 2006 25% - 50% 1493523
R. Jeffrey Chandler Principal/portfolio manager 1 Oct 2006 25% - 50% 1574677
Hope H Pascucci Principal/president 1 Jun 2007 25% - 50% 2074372
Rggp Inc. General partner 1 Dec 2014 Other 47-3026865

Based in Wellesley

The principal office where Rose Grove Capital Holdings LP performs its advisory services is located at 40 Grove Street, Wellesley, MA 02482, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-304-1600 or by fax 781-304-1601. The normal business hours are 8 am - 5 pm on Monday - Friday.


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