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Rossmore Private Capital
Rossmore Private Capital is a modern, independent wealth management and investment advisory firm headquartered in Rocky Hill, Connecticut. Founded by experienced professionals, the firm serves high net worth individuals and families, providing financial planning, family office services, and discretionary investment management. Rossmore combines deep expertise in portfolio construction, trust management, and multigenerational planning. The firm employs 5 to 9 people and operates principally from a single office.
Investment Strategy
Rossmore Private Capital emphasizes personalized investment solutions, focusing on discretionary asset management tailored to the unique goals and needs of high net worth individuals and families. The firm operates in the tradition of a family office, aiming to minimize conflicts of interest and place client interests first. Their approach involves comprehensive wealth planning, asset allocation, portfolio management, and fiduciary services, leveraging decades of experience to serve as independent advisors and trustees.
Latest 13F Filing Activity
Rossmore Private Capital filed their most recent 13F report on Jun 30, 2025 disclosing 255 equity positions with a total 13F market value of $857M. The fund increased holdings in Microsoft Corp., Broadcom Inc., Ishares TR among other positions. Rossmore Private Capital reduced exposure to Chevron Corp. New, Exxon Mobil Corp., Apple Inc. among others.
Top Holdings
Equity Positions (255)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
X XOM | EXXON MOBIL CORP | 6.23% | $53.4M | 495,316 | $81.83 | $107.80 | -$5.5M |
I IVV | ISHARES TR | 5.67% | $48.6M | 78,223 | $370.47 | $620.90 | +$5.2M |
M MSFT | MICROSOFT CORP | 5.41% | $46.3M | 93,154 | $139.91 | $497.41 | +$11.3M |
A AAPL | APPLE INC | 4.84% | $41.5M | 202,061 | $72.21 | $205.17 | -$4.3M |
C CVX | CHEVRON CORP NEW | 4.14% | $35.5M | 247,861 | $119.07 | $143.19 | -$6.0M |
Industry Allocation
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