SEC-Registered Investment Adviser
Desert Rose Capital Management, INC.
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated March 20, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- May 3, 2022
- Principal office
- 2929 W. Navigator Drive, Ste. 320, Meridian, ID 83642
- Organized as
- Corporation, ID
- Fiscal year end
- December
- Other offices
- 7
Scale
- Regulatory AUM
- $192.1M
- Discretionary / non-discretionary
- $191.9M / $205,489
- Accounts
- 1,144
- Clients
- 0
- Employees
- 22, 10 in advisory roles
- Private funds advised
- 1
- Private fund gross assets
- $37.5M
- Fund types
- 1 hedge funds
- Funds with Form D records
- 1 issuer in AltStreet's ledger, $91.0M reported sold across them
- Client assets in custody
- $32.0M (144 clients)
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers and educational seminars or workshops
- Compensated by
- a percentage of assets under management
- Client types
- individuals (other than high net worth) (687); high net worth individuals (36); banking or thrift institutions (0); investment companies (0); business development companies (0); pooled investment vehicles (1); pension and profit sharing plans (2); charitable organizations (0); state or municipal government entities (0); other investment advisers (9); insurance companies (0); sovereign wealth funds and foreign official institutions (0); corporations or other businesses (0); other (0)
- Related persons include
- an insurance company or agency and a sponsor, general partner or managing member of pooled investment vehicles
Form ADV Item 11 disclosures
The firm answered yes to the following Item 11 questions. The answers cover the firm and its advisory affiliates; the Disclosure Reporting Pages on IAPD identify the subject and the outcome.
- unsatisfied judgment or lien (Item 11G)
Form D activity of the funds this firm advises, by year
1 issuer in AltStreet's EDGAR ledger are joined to this adviser through Form ADV Schedule D, with Form D filings from March 29, 2019 to May 11, 2026. 1 offering is still raising on the latest filing. Reported sold across them: $91.0M.Years are the year of each offering's first notice; sold and investors are the latest figures on each chain. Counts and totals only; the fund roster is in the terminal.
| First notice | Offerings | Reported sold | Investors |
|---|---|---|---|
| 2019 | 1 | $91.0M | 242 |
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.