0001614248-24-000008.txt : 20240529 0001614248-24-000008.hdr.sgml : 20240529 20240529152649 ACCESSION NUMBER: 0001614248-24-000008 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: GREENWAY,LILY,LIVINGSTON, FILED AS OF DATE: 20240529 DATE AS OF CHANGE: 20240529 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Blue Rose Capital Advisors, LLC CENTRAL INDEX KEY: 0001614248 ORGANIZATION NAME: IRS NUMBER: 452385747 STATE OF INCORPORATION: MN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I/A SEC ACT: 1934 Act SEC FILE NUMBER: 868-03315 FILM NUMBER: 24997896 BUSINESS ADDRESS: STREET 1: 6400 FLYING CLOUD DRIVE, SUITE 212 CITY: MINNEAPOLIS STATE: MN ZIP: 55344 BUSINESS PHONE: 952-746-6050 MAIL ADDRESS: STREET 1: 6400 FLYING CLOUD DRIVE, SUITE 212 CITY: MINNEAPOLIS STATE: MN ZIP: 55344 FORMER COMPANY: FORMER CONFORMED NAME: Blue Rose Capital Advisors, Inc. DATE OF NAME CHANGE: 20140718 MA-I/A 1 primary_doc.xml MA-I/A 0001614248 XXXXXXXX John C. Elliott 312-332-1336 jelliott@blueroseadvisors.com jelliott@blueroseadvisors.com N 0001614248-24-000005 N Lily Livingston Greenway N 1 0001614248 Blue Rose Capital Advisors, LLC 01-01-2024 N 867-00713 SUPERVISED 01-01-2024 3948 Market St. #24827 MINNEAPOLIS MN 55344-9998 LOCATED 01-01-2024 Lily Livingston Cosman 01-2024 BLUE ROSE CAPITAL ADVISORS MINNEAPOLIS MN 55242-9998 Y N Analyst 11-2023 05-2024 HEPCO CAPITAL MANAGEMENT NEW YORK NY 10065 N Y Intern 09-2023 10-2023 FINANCIAL SERVICES VOLUNTEER CORPS NEW YORK NY 10019 N N Program Analyst 10-2022 08-2023 PFS CONSULTING NEW YORK NY 11106 N N Data Management Consultant 09-2022 09-2022 STREAMLINE FAMILY OFFICE BOSTON MA 02052 N Y Summer Investment Research Analyst 07-2021 08-2022 BARENBOIM SAID AKADEMIE BERLIN 2M 10117 N N Data and Operations Analyst 01-2020 07-2021 BOSTON CHINATOWN NEIGHBORHOOD CENTER BOSTON MA 02111 N N Outreach Fellow 09-2019 12-2019 EMERY FARM DURHAM NH 03824 N N Farm Staff 05-2019 08-2019 SAMOS VOLUNTEERS SAMOS J3 83100 N N Program Coordinator 09-2018 04-2019 STUDENT UNIVERSITY OF NEW HAMPSHIRE DURHAM NH 03824 N N Student 05-2018 08-2018 SAMOS VOLUNTEERS SAMOS J3 83100 N N Program Staff 09-2017 04-2018 UNH SURVEY CENTER DURHAM NH 03824 N N Research assistant 01-2017 08-2017 SAMOS VOLUNTEERS SAMOS J3 03824 N N Program Staff 11-2016 12-2016 UNEMPLOYED NEEDHAM MA 02492 N N UNEMPLOYED 07-2016 10-2016 NEBO LODGE NORTH HAVEN ME 04853 N N Server 04-2014 06-2016 HIGH SCHOOL STUDENT NEEDHAM MA 02492 N N Student N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 05-29-2024 John C. Elliott AVP and Chief Compliance Officer