Rose & Sky Investments (Cayman) Ltd (George Town)

Name: Rose & Sky Investments (Cayman) Ltd
Address: Ugland House, South Church Street, George Town, Ky1 1104
Telephone: 1-345-949-8066

Rose & Sky Investments (Cayman) Ltd is a large advisory firm based in George Town. It manages $100 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2009.

Rose & Sky Investments (Cayman) 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.

Rose & Sky Investments (Cayman): assets under management

The assets under management (AUM) of Rose & Sky Investments (Cayman) Ltd is $100 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $100 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $100 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rose & Sky Investments (Cayman) Ltd for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Rose & Sky Investments (Cayman) Ltd

Mark Rosiefsky has been acting as President since 1 Jun 2005. Anthony Vincent Lombardi joined the executive team most recently as the Coo/Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Rose & Sky Investments (Switzerland) Ag	Swiss advisory company	1 Jun 2005	75% - 100%	2012006
Mark Rosiefsky	Chairman	1 Jun 2005	Other	5690127
Anthony Vincent Lombardi	Coo/cco	1 May 2009	Other	2479795

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Rose & Sky Holdings Ag	Holding company	1 Feb 2009	75% - 100%	ch-130.3.014.269-1
Mark Rosiefsky	Chairman	1 Feb 2009	75% - 100%	5690127
Manuel Ebner	Partner	1 Mar 2009	Other	5690128

Based in George Town

The principal office where Rose & Sky Investments (Cayman) Ltd performs its advisory services is located at Ugland House, South Church Street, George Town, Ky1 1104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 1-345-949-8066 or by fax 1-345-949-8080. The normal business hours are 8am - 6pm on Monday - Friday. You can find more information about the New York firm at www.rose-sky-investments.com.