DFX Intelligence

Data Factory

RE fundsReal estate fund manageriaunder 1bvalue add · probable

Rose Smart Growth Investment Advisors, LLC

Real Estate Funds

New York, NY

Search this name across graphsid dfx:ref:0c194baf-33d0-480c-888a-6c033a228ad4

Data as of Sep 15, 2026 (this record's last observation) from Adviser-reported funds; Property side (read only); Capital side; Manager sites. Page built Sep 19, 2026, 3:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 32
Dated events: 29
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026
8 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

ROSE SMART GROWTH INVESTMENT ADVISORS, LLC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Website: rosecompanies.com
Reported GAV: $89.2Mgross asset value on the latest filing, feeders excluded, quarantined above 3x RAUM; not fund size
GAV as reported: $89.2Mbefore the feeder and quarantine rules; a quarantined manager enters no total
Strategy class: VALUE_ADDinferencea candidate from the manager's own site read until its quote verification passes
RAUM: $2.0Bregulatory assets as filed
Vehicles, current: 1
Vehicles, ever: 13
First real estate filing: 2012
Latest vintage: 2017
Latest ADV filing: Mar 26, 2024
Bound properties: 14derivedthrough validated holding bindings only
Loans: 8derivedon bound holdings
Lenders: 0derivedon bound holdings
Allocators naming this manager: 0derivedpublic pension commitment lists
CRD: 161271
SEC number: 801-73867

Vehicles

Real Estate Fund vehicles this adviser swore on Schedule D 7.B(1); GAV is gross asset value as filed, never fund size, and a feeder repeats its master and is excluded from the manager's sum

Vehicle	Kind	GAV, latest	As of	Quarantined	Owners	Vintage	First reported	Lifecycle	Current
Rose Affordable Housing Preservation Fund LLC	fund	$89.2M	Mar 26, 2024	no	2	2015	2015	Harvesting	yes
Rose Affordable Housing Preservation Fund IV, L.P.	fund	$437M	Mar 30, 2018	no	112	2017	2017	Dropped	no
Rose Green Cities Fund LLC	fund	$10.2M	Mar 28, 2019	no	2	n/a	2012	Dropped	no
Rose New Jersey Green Affordable Housing Preservation Fund LLC	fund	$7.6M	Mar 26, 2020	no	2	n/a	2012	Dropped	no
Granada Co-Investors II, LLC	Co investment	$964,532	Mar 28, 2013	no	2	n/a	2012	Dropped	no
Rose Smart Growth Investment Fund I, L.P.	fund	$885,801	Dec 19, 2022	no	52	n/a	2012	Dropped	no
Rose Value-Add Office Retrofit Fund, L.P.	fund	$399,559	Mar 28, 2019	no	45	n/a	2012	Dropped	no
Rose Cambridge, L.P.	fund	$246,291	Mar 26, 2020	no	5	2013	2013	Dropped	no
Rose 2520, L.P.	fund	$218,518	Mar 26, 2020	no	6	2015	2015	Dropped	no
Rose Value-Add Office Retrofit Fund Private Investors, L.P.	fund	$154,639	Feb 14, 2012	no	4	n/a	2012	Dropped	no
Rose Capital Yeon LLC	fund	$39,499	Sep 15, 2016	no	1	n/a	2012	Dropped	no
Granada Co-Investors, LLC	Co investment	$1,915	Mar 26, 2020	no	4	n/a	2012	Dropped	no
Rose Smart Growth Investment Fund I-A, L.P.	feeder	$749	Dec 19, 2022	no	2	n/a	2012	Dropped	no

Reported GAV by year

the sum of gross asset value over this manager's non-feeder vehicle rows per calendar year, as filed; the manager-level quarantine (summed GAV above three times its own RAUM) is a flag on the card and is not applied here; 90 rows folded into 13

Year	Vehicles reporting	GAV, sum
2024	1	$89.2M
2023	1	$13.5M
2022	3	$149M
2021	3	$166M
2020	7	$195M
2019	9	$254M
2018	10	$778M
2017	10	$458M
2016	10	$282M
2015	10	$296M
2014	8	$250M
2013	9	$68.6M
2012	9	$139M

Relationships

Holds (14)

→ Plymouth Square Preservation LDHA LLCProperty holding entityAddress and agent
inferenceDFX's own graph
→ RAHF V Mission Gardens LPProperty holding entityAddress and agent
inferenceDFX's own graph
→ MONTAGUE PIERREPONT FEE OWNER LLCProperty holding entityAddress and agent
inferenceDFX's own graph
→ BJ Wright Preservation LPProperty holding entityAddress and agent
inferenceDFX's own graph
→ 2242 Archer Courts LLCProperty holding entityAddress and agent
inferenceDFX's own graph
→ RAHF IV Tower West LLCProperty holding entityAddress and agent
inferenceDFX's own graph
→ North Port Preservation LDHA LLCProperty holding entityAddress and agent
inferenceDFX's own graph
→ MONTAGUE PIERREPONT OWNERProperty holding entityCorporate filing
inferenceDFX's own graph
→ RAHF V CTA LPProperty holding entityAddress and agent
inferenceDFX's own graph
→ 6040 JPT LLCProperty holding entityAddress and agent
inferenceDFX's own graph
→ RAHF V THESS LLCProperty holding entityAddress and agent
inferenceDFX's own graph
→ RAHF IV SHORE HILL LLCProperty holding entityAddress and agent
inferenceDFX's own graph
→ EAST 124TH STREET LLCProperty holding entityCorporate filing
inferenceDFX's own graph
→ 104TH STREET HOUSING LpProperty holding entityCorporate filing
inferenceDFX's own graph

Employs (2)

→ Jonathan F.P. RosePrincipalSole Member
Jun 1, 2017 to presentfactForm ADV
→ Carolyn AuPrincipalChief Compliance Officer; Chief Operating Officer
Dec 1, 2022 to presentfactForm ADV

Manages (13)

→ Rose Affordable Housing Preservation Fund IV, L.P.Real estate fund vehiclefund
Mar 28, 2017 to presentfactForm ADV
→ Rose Smart Growth Investment Fund I, L.P.Real estate fund vehiclefund
Feb 14, 2012 to presentfactForm ADV
→ Rose Smart Growth Investment Fund I-A, L.P.Real estate fund vehiclefeeder
Feb 14, 2012 to presentfactForm ADV
→ Rose New Jersey Green Affordable Housing Preservation Fund LLCReal estate fund vehiclefund
Feb 14, 2012 to presentfactForm ADV
→ Rose Value-Add Office Retrofit Fund, L.P.Real estate fund vehiclefund
Feb 14, 2012 to presentfactForm ADV
→ Rose Value-Add Office Retrofit Fund Private Investors, L.P.Real estate fund vehiclefund
Feb 14, 2012 to presentfactForm ADV
→ Granada Co-Investors, LLCReal estate fund vehicleCo investment
Feb 14, 2012 to presentfactForm ADV
→ Granada Co-Investors II, LLCReal estate fund vehicleCo investment
Feb 14, 2012 to presentfactForm ADV
→ Rose Capital Yeon LLCReal estate fund vehiclefund
Feb 14, 2012 to presentfactForm ADV
→ Rose Green Cities Fund LLCReal estate fund vehiclefund
Feb 14, 2012 to presentfactForm ADV
→ Rose Cambridge, L.P.Real estate fund vehiclefund
Mar 28, 2013 to presentfactForm ADV
→ Rose 2520, L.P.Real estate fund vehiclefund
Mar 30, 2015 to presentfactForm ADV
→ Rose Affordable Housing Preservation Fund LLCReal estate fund vehiclefund
Mar 30, 2015 to presentfactForm ADV

Owns (3)

← Rose Companies Holdings, LLCOrgSole Member
Jun 1, 2017 to presentfactForm ADV
← Rose Community Holdings, LLCOrgManaging Member
Jun 1, 2017 to presentfactForm ADV
← Jfpr Investments, LLCOrgManaging Member
Jun 1, 2017 to presentfactForm ADV

Dated events

Occurred
Mar 30, 2023
Vehicle dropped from Form ADV
Rose Smart Growth Investment Fund I, L.P. no longer reported on Form ADV by Rose Smart Growth Investment Advisors, LLC
Form ADVobserved 4 days ago
Occurred
Mar 30, 2023
Vehicle dropped from Form ADV
Rose Smart Growth Investment Fund I-A, L.P. no longer reported on Form ADV by Rose Smart Growth Investment Advisors, LLC
Form ADVobserved 4 days ago
Occurred
Mar 29, 2021
Vehicle dropped from Form ADV
Rose New Jersey Green Affordable Housing Preservation Fund LLC no longer reported on Form ADV by Rose Smart Growth Investment Advisors, LLC
Form ADVobserved 4 days ago
Occurred
Mar 29, 2021
Vehicle dropped from Form ADV
Granada Co-Investors, LLC no longer reported on Form ADV by Rose Smart Growth Investment Advisors, LLC
Form ADVobserved 4 days ago
Occurred
Mar 29, 2021
Vehicle dropped from Form ADV
Rose 2520, L.P. no longer reported on Form ADV by Rose Smart Growth Investment Advisors, LLC
Form ADVobserved 4 days ago
Occurred
Mar 29, 2021
Vehicle dropped from Form ADV
Rose Cambridge, L.P. no longer reported on Form ADV by Rose Smart Growth Investment Advisors, LLC
Form ADVobserved 4 days ago
Occurred
Mar 26, 2020
Vehicle dropped from Form ADV
Rose Green Cities Fund LLC no longer reported on Form ADV by Rose Smart Growth Investment Advisors, LLC
Form ADVobserved 4 days ago
Occurred
Mar 26, 2020
Vehicle dropped from Form ADV
Rose Value-Add Office Retrofit Fund, L.P. no longer reported on Form ADV by Rose Smart Growth Investment Advisors, LLC
Form ADVobserved 4 days ago
Occurred
Mar 28, 2019
Vehicle dropped from Form ADV
Rose Affordable Housing Preservation Fund IV, L.P. no longer reported on Form ADV by Rose Smart Growth Investment Advisors, LLC
Form ADVobserved 4 days ago
Occurred
Mar 28, 2017
Vehicle first reported on Form ADV
Rose Affordable Housing Preservation Fund IV, L.P. first reported on Form ADV by Rose Smart Growth Investment Advisors, LLC, GAV $126,560,496
Form ADVobserved 4 days ago
$127M
Occurred
Mar 28, 2017
Vehicle dropped from Form ADV
Rose Capital Yeon LLC no longer reported on Form ADV by Rose Smart Growth Investment Advisors, LLC
Form ADVobserved 4 days ago
Occurred
Mar 30, 2015
Reported GAV quarantined
Rose Cambridge, L.P.: 2015 gross asset value $2,179,352 quarantined (vehicle_gav_year_outlier)
Form ADVobserved 4 days ago
$2.2M
Occurred
Mar 30, 2015
Vehicle first reported on Form ADV
Rose Affordable Housing Preservation Fund LLC first reported on Form ADV by Rose Smart Growth Investment Advisors, LLC, GAV $51,232,500
Form ADVobserved 4 days ago
$51.2M
Occurred
Mar 30, 2015
Vehicle first reported on Form ADV
Rose 2520, L.P. first reported on Form ADV by Rose Smart Growth Investment Advisors, LLC, GAV $3,149,397
Form ADVobserved 4 days ago
$3.1M
Occurred
Mar 31, 2014
Reported GAV quarantined
Rose Cambridge, L.P.: 2014 gross asset value $2,252,494 quarantined (vehicle_gav_year_outlier)
Form ADVobserved 4 days ago
$2.3M
Occurred
Mar 31, 2014
Vehicle dropped from Form ADV
Granada Co-Investors II, LLC no longer reported on Form ADV by Rose Smart Growth Investment Advisors, LLC
Form ADVobserved 4 days ago
Occurred
Mar 28, 2013
Vehicle first reported on Form ADV
Rose Cambridge, L.P. first reported on Form ADV by Rose Smart Growth Investment Advisors, LLC, GAV $2,475,960
Form ADVobserved 4 days ago
$2.5M
Occurred
Mar 28, 2013
Vehicle dropped from Form ADV
Rose Value-Add Office Retrofit Fund Private Investors, L.P. no longer reported on Form ADV by Rose Smart Growth Investment Advisors, LLC
Form ADVobserved 4 days ago
Occurred
Mar 28, 2013
Reported GAV quarantined
Rose Cambridge, L.P.: 2013 gross asset value $2,475,960 quarantined (vehicle_gav_year_outlier)
Form ADVobserved 4 days ago
$2.5M
Occurred
Feb 14, 2012
Manager's first real estate fund filing
Rose Smart Growth Investment Advisors, LLC first filed Form ADV in the extract (IA)
Form ADVobserved 4 days ago
Occurred
Feb 14, 2012
Vehicle first reported on Form ADV
Rose Smart Growth Investment Fund I, L.P. first reported on Form ADV by Rose Smart Growth Investment Advisors, LLC, GAV $37,480,000 (tape start: the fund may be older)
Form ADVobserved 4 days ago
$37.5M
Occurred
Feb 14, 2012
Vehicle first reported on Form ADV
Granada Co-Investors, LLC first reported on Form ADV by Rose Smart Growth Investment Advisors, LLC, GAV $275,000 (tape start: the fund may be older)
Form ADVobserved 4 days ago
$275,000
Occurred
Feb 14, 2012
Vehicle first reported on Form ADV
Granada Co-Investors II, LLC first reported on Form ADV by Rose Smart Growth Investment Advisors, LLC, GAV $963,986 (tape start: the fund may be older)
Form ADVobserved 4 days ago
$963,986
Occurred
Feb 14, 2012
Vehicle first reported on Form ADV
Rose Capital Yeon LLC first reported on Form ADV by Rose Smart Growth Investment Advisors, LLC, GAV $1,453,536 (tape start: the fund may be older)
Form ADVobserved 4 days ago
$1.5M
Occurred
Feb 14, 2012
Vehicle first reported on Form ADV
Rose Green Cities Fund LLC first reported on Form ADV by Rose Smart Growth Investment Advisors, LLC, GAV $75,000,000 (tape start: the fund may be older)
Form ADVobserved 4 days ago
$75.0M
Occurred
Feb 14, 2012
Vehicle first reported on Form ADV
Rose Value-Add Office Retrofit Fund, L.P. first reported on Form ADV by Rose Smart Growth Investment Advisors, LLC, GAV $1,958,763 (tape start: the fund may be older)
Form ADVobserved 4 days ago
$2.0M
Occurred
Feb 14, 2012
Vehicle first reported on Form ADV
Rose New Jersey Green Affordable Housing Preservation Fund LLC first reported on Form ADV by Rose Smart Growth Investment Advisors, LLC, GAV $11,660,054 (tape start: the fund may be older)
Form ADVobserved 4 days ago
$11.7M
Occurred
Feb 14, 2012
Vehicle first reported on Form ADV
Rose Smart Growth Investment Fund I-A, L.P. first reported on Form ADV by Rose Smart Growth Investment Advisors, LLC, GAV $10,000,000 (tape start: the fund may be older)
Form ADVobserved 4 days ago
$10.0M
Occurred
Feb 14, 2012
Vehicle first reported on Form ADV
Rose Value-Add Office Retrofit Fund Private Investors, L.P. first reported on Form ADV by Rose Smart Growth Investment Advisors, LLC, GAV $154,639 (tape start: the fund may be older)
Form ADVobserved 4 days ago
$154,639

Provenance

Graph: Real Estate Funds
Canonical id: dfx:ref:0c194baf-33d0-480c-888a-6c033a228ad4
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Rose Smart Growth Investment Advisors, LLC

Real Estate Funds

New York, NY

Search this name across graphsid dfx:ref:0c194baf-33d0-480c-888a-6c033a228ad4

Vehicle

Kind

GAV, latest

As of

Quarantined

Owners

Vintage

First reported

Lifecycle

Current

Allocators

Rose Affordable Housing Preservation Fund LLC

fund

$89.2M

Mar 26, 2024

2015

Harvesting

yes

Rose Affordable Housing Preservation Fund IV, L.P.

fund

$437M

Mar 30, 2018

112

2017

Dropped

Rose Green Cities Fund LLC

fund

$10.2M

Mar 28, 2019

n/a

2012

Dropped

Rose New Jersey Green Affordable Housing Preservation Fund LLC

fund

$7.6M

Mar 26, 2020

n/a

2012

Dropped

Granada Co-Investors II, LLC

Co investment

$964,532

Mar 28, 2013

n/a

2012

Dropped

Rose Smart Growth Investment Fund I, L.P.

fund

$885,801

Dec 19, 2022

n/a

2012

Dropped

Rose Value-Add Office Retrofit Fund, L.P.

fund

$399,559

Mar 28, 2019

n/a

2012

Dropped

Rose Cambridge, L.P.

fund

$246,291

Mar 26, 2020

2013

Dropped

Rose 2520, L.P.

fund

$218,518

Mar 26, 2020

2015

Dropped

Rose Value-Add Office Retrofit Fund Private Investors, L.P.

fund

$154,639

Feb 14, 2012

n/a

2012

Dropped

Rose Capital Yeon LLC

fund

$39,499

Sep 15, 2016

n/a

2012

Dropped

Granada Co-Investors, LLC

Co investment

$1,915

Mar 26, 2020

n/a

2012

Dropped

Rose Smart Growth Investment Fund I-A, L.P.

feeder

$749

Dec 19, 2022

n/a

2012

Dropped

Year

Vehicles reporting

GAV, sum

2024

$89.2M

2023

$13.5M

2022

$149M

2021

$166M

2020

$195M

2019

$254M

2018

$778M

2017

$458M

2016

$282M

2015

$296M

2014

$250M

2013

$68.6M

2012

$139M