Desert Rose Capital Management, Inc.

Overview

Desert Rose Capital Management, Inc. is an SEC registered investment adviser based in Meridian, ID, registered since 2010. It reports $192M in assets under management across 1,144 accounts, with 22 employees. It has 12 investment adviser representatives.

Reported AUM

$192M

Discretionary

100%

Accounts

1,144

Average account

$168K

Employees

22

Advisory reps

12

Registered since

2010

Jurisdictions

39

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Other Investment Advisors
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Percentage of Assets

Executive officers 2 of 2

• Kirk Alan Stafford President & Chief Compliance Officer CRD 5472381
• Mausmi Pala Chief Compliance Officer CRD 7892312

Advisory reps 3 of 12

• Spencer William Anderson Insurance Agent · Investment Adviser Rep CRD 6104545
• Bo Leslie Brower Investment Adviser Rep CRD 4417603
• Valerie Rachelle Coffey Investment Adviser Rep CRD 6736740

9 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2929 W Navigator Dr Ste 320
Meridian, ID 83642

County

Ada

Metro area

Boise City, ID

Region

West

Registrations

• SEC registered
• Registered in 39 jurisdictions
• Website: desertrosecapital.com

Every state, with registration dates

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