Rosebridge Holdings Inc (Toronto, Ontario)

Rosebridge Holdings Inc is a large advisory firm based in Toronto, Ontario. It manages $53.04 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2006.

Rosebridge Holdings provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rosebridge Holdings: assets under management

The assets under management (AUM) of Rosebridge Holdings Inc is $53.04 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 $53.04 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $17.68 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rosebridge Holdings Inc 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.

Careers at Rosebridge Holdings Inc

Michael Finkelstein has been acting as President since 1 Aug 1996. Kenneth John Holz joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Finkelstein	President	1 Aug 1996	75% - 100%	5106713
Michael Allan Finkelstein	President	1 Aug 1996	75% - 100%	5106713
Kenneth John Holz	Chief compliance officer	1 Mar 2006	Other	4374892

Based in Toronto, Ontario

The principal office where Rosebridge Holdings Inc performs its advisory services is located at 37 Glen Rush Blvd, Toronto, Ontario, M5 N2 T6, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.