RIA Intel›Advisers›Idaho›DESERT ROSE CAPITAL MANAGEMENT, INC.

DESERT ROSE CAPITAL MANAGEMENT, INC.

Advisory

N·MERIDIAN, ID

Data as of Mar 20, 2026 · Source: SEC Form ADV

Total AUM

$192M

1-Year AUM Growth

+70.5%

3-Year CAGR

+2.2%

Employees

10

Assets Under Management

Total AUM$192M

Discretionary AUM$192M

Non-Discretionary AUM$205K

Discretionary %99.9%

Total Clients393

Team

Total Employees10

Investment Advisers22

Employee Growth (1Y)+166.7%

Filing History

Total Filings on Record12

First FilingMar 31, 2022

Latest FilingMar 20, 2026

🔒 Full AUM trend chart and 12 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on DESERT ROSE CAPITAL MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.