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Jonathan James Rose

FORT BAKER CAPITAL MANAGEMENT LP·LARKSPUR, California
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700 LARKSPUR LANDING CIRCLE, LARKSPUR, CA 94939CRD# 2780285Firm CRD# 282926
01

About

Jonathan James Rose is a registered financial advisor based in LARKSPUR, California, affiliated with FORT BAKER CAPITAL MANAGEMENT LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
FORT BAKER CAPITAL MANAGEMENT LP
FORT BAKER CAPITAL MANAGEMENT LP
AUM
$1.2B
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at FORT BAKER CAPITAL MANAGEMENT LP →
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2780285
Firm CRD# 282926
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan James Rose offer?
Jonathan James Rose specializes in Investment Management, Retirement Planning. Contact their office in LARKSPUR, California for a consultation.
What are Jonathan James Rose's credentials?
Jonathan James Rose is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan James Rose located?
Jonathan James Rose is based in LARKSPUR, California, working with FORT BAKER CAPITAL MANAGEMENT LP. Their office serves clients in the LARKSPUR metropolitan area and surrounding communities.
How does Jonathan James Rose charge for services?
Jonathan James Rose's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORT BAKER CAPITAL MANAGEMENT LP?
FORT BAKER CAPITAL MANAGEMENT LP has approximately 12 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FORT BAKER CAPITAL MANAGEMENT LP

John Hutchinson Frank
LARKSPUR, CA
Patrick Michael Lawler
LARKSPUR, CA
Steven Patrick Pigott
LARKSPUR, CA
Shaun Michael Sparkman
LARKSPUR, CA
Alla Alexandra Yakov-Collins
LARKSPUR, CA
Wilson Xinrong Cheng
LARKSPUR, CA

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Research
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