Desert Rose Capital Management, Inc.
● SEC registered since 2022CRD 154331SEC# 801-124883Meridian, ID
Ranks #5,165 of 5,974 private fund managers by regulatory AUM.
Reg. AUM
$192.1M
Fund GAV
$37.5M
Private funds
1
Employees
22
Accounts
1,144
Location
Meridian, ID
About Desert Rose Capital Management
Desert Rose Capital Management is a fiduciary adviser known for its Integrated Options Portfolio approach. It builds customized portfolios that use options strategies seeking upside participation with reduced risk.
Summary based on the firm’s website.
Desert Rose Capital Management, Inc. assets under management
Desert Rose Capital Management, Inc. is a registered investment adviser overseen by the SEC based in Meridian, ID. The firm has been registered since 2022. It reports $192.1 million in regulatory assets under management and employs 22 people. Desert Rose Capital Management, Inc. manages 1 private fund with combined gross assets of $37.5 million, including Cash Value Fund, LP. By regulatory assets, it ranks 5,165 of 5,974 private fund managers.
Desert Rose Capital Management, Inc. private funds
1 funds · $37.5M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Cash Value Fund, LP | Hedge | $37.5M | $25K |
Desert Rose Capital Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kirk Alan Stafford Control | President & Chief Executive Officer | Over 75% | 2010 |
| Mausmi Pala Control | Chief Compliance Officer | Under 5% | 2024 |
Frequently asked questions
How much does Desert Rose Capital Management, Inc. manage?
Desert Rose Capital Management, Inc. reports $192.1 million in regulatory assets under management on its Form ADV.
How many private funds does Desert Rose Capital Management, Inc. manage?
Desert Rose Capital Management, Inc. manages 1 private funds with combined gross assets of $37.5 million.
How many employees does Desert Rose Capital Management, Inc. have?
Desert Rose Capital Management, Inc. reports 22 employees.
Where is Desert Rose Capital Management, Inc. located?
Desert Rose Capital Management, Inc. is based in Meridian, ID and has been SEC-registered since 2022.
Does Desert Rose Capital Management, Inc. disclose fund performance?
Desert Rose Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2929 W. Navigator Drive, Ste. 320, Meridian, ID 83642 |
| Phone | 208 297-2710 |
| Fax | 208-209-6014 |
| Office hours | 9a.m.-5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$192.1M▲ 71%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,369 advisers
AUM vs fund managersTop 86%
Larger than 14% of 5,974 private-fund managers
Number of fundsTop 77%
More funds than 23% of fund managers
EmployeesTop 22%
More than 78% of 16,804 advisers
Assets under management
$192.1Mregulatory AUM
Discretionary $191.9MNon-discretionary $205K