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advised by ROSEMAN WAGNER WEALTH MANAGEMENT
Delaware, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Aug 30, 2024 | $112M | 68 | $0 | 200.0% | yes | ROSEMAN WAGNER PARTNERS, L.P. |
| Mar 27, 2024 | $112M | 68 | $0 | 200.0% | yes | ROSEMAN WAGNER PARTNERS, L.P. |
| May 2, 2023 | $107M | 61 | $0 | 1100.0% | yes | ROSEMAN WAGNER PARTNERS, L.P. |
| Apr 11, 2023 | $107M | 61 | $0 | 1100.0% | yes | ROSEMAN WAGNER PARTNERS, L.P. |
| Mar 30, 2023 | $107M | 61 | $0 | 1100.0% | yes | ROSEMAN WAGNER PARTNERS, L.P. |
| Apr 26, 2022 | $107M | 61 | $0 | 1100.0% | yes | ROSEMAN WAGNER PARTNERS, L.P. |
| Mar 30, 2022 | $107M | 61 | $0 | 1100.0% | yes | ROSEMAN WAGNER PARTNERS, L.P. |
| Dec 1, 2021 | $107M | 61 | $0 | 1100.0% | yes | ROSEMAN WAGNER PARTNERS, L.P. |
| Nov 3, 2021 | $107M | 61 | $0 | 1100.0% | yes | ROSEMAN WAGNER PARTNERS, L.P. |
| Apr 15, 2021 | $107M | 61 | $0 | 1100.0% | yes | ROSEMAN WAGNER PARTNERS, L.P. |
| Mar 22, 2021 | $107M | 61 | $0 | 1100.0% | yes | ROSEMAN WAGNER PARTNERS, L.P. |
| Mar 19, 2021 | $107M | 61 | $0 | 1100.0% | yes | ROSEMAN WAGNER PARTNERS, L.P. |
| Jun 30, 2020 | $29.5M | 57 | $0 | 600.0% | yes | ROSEMAN WAGNER PARTNERS, L.P. |
| Mar 20, 2020 | $29.5M | 57 | $0 | 600.0% | yes | ROSEMAN WAGNER PARTNERS, L.P. |
| Mar 25, 2019 | $29.5M | 57 | $0 | 600.0% | yes | ROSEMAN WAGNER PARTNERS, L.P. |
| Mar 15, 2019 | $29.5M | 57 | $0 | 600.0% | yes | ROSEMAN WAGNER PARTNERS, L.P. |
| Feb 19, 2019 | $29.5M | 57 | $0 | 600.0% | yes | ROSEMAN WAGNER PARTNERS, L.P. |
| Feb 6, 2019 | $29.5M | 57 | $0 | 600.0% | yes | ROSEMAN WAGNER PARTNERS, L.P. |
| Apr 2, 2018 | $29.5M | 57 | $0 | 600.0% | yes | ROSEMAN WAGNER PARTNERS, L.P. |
| Mar 29, 2018 | $29.5M | 57 | $0 | 600.0% | yes | ROSEMAN WAGNER PARTNERS, L.P. |
| Mar 29, 2018 | $29.5M | 57 | $0 | 600.0% | yes | ROSEMAN WAGNER PARTNERS, L.P. |
| Mar 24, 2017 | $29.5M | 57 | $0 | 600.0% | yes | ROSEMAN WAGNER PARTNERS, L.P. |
| Mar 8, 2016 | $29.5M | 57 | $0 | 600.0% | yes | ROSEMAN WAGNER PARTNERS, L.P. |
| Mar 30, 2015 | $18.8M | 46 | $0 | 800.0% | yes | ROSEMAN WAGNER PARTNERS, L.P. |
| May 9, 2014 | $18.8M | 46 | $0 | 800.0% | yes | ROSEMAN WAGNER PARTNERS, L.P. |
| Jan 24, 2014 | $4.9M | 39 | $0 | 100.0% | yes | ROSEMAN WAGNER PARTNERS, L.P. |
| Jan 25, 2013 | $4.9M | 39 | $0 | 100.0% | yes | ROSEMAN WAGNER PARTNERS, L.P. |
| Oct 9, 2012 | $4.9M | 39 | $0 | 100.0% | yes | ROSEMAN WAGNER PARTNERS, L.P. |
| Sep 14, 2012 | $4.9M | 39 | $0 | 100.0% | yes | ROSEMAN WAGNER PARTNERS, L.P. |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | RAYMOND JAMES & ASSOCIATES, INC. | ST. PETERSBURG | Florida | United States | no | 8-10999 |