Rosebay Capital Management, LLC

Rosebay Capital Management, LLC (CRD# 131173) is a financial advisory firm headquartered in , . They manage $50,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $50,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Rosebay Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jonathan A. Barney
CRD#: 4792440
Irvine, CA
93
Wealthminder
score

Jonathan Barney (CRD# 4792440) is an Investment Advisor Representative working at Rosebay Capital Management, LLC in Irvine, CA and has over 12 years of experience in the finance industry.

2
Yoram Ben-Barak
CRD#: 4792434
Irvine, CA
93
Wealthminder
score

Yoram Ben-Barak (CRD# 4792434) is an Investment Advisor Representative working at Rosebay Capital Management, LLC in Irvine, CA and has over 12 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.