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