AdFi
RM

Rosemawr Management LLC

SEC Registered

Trusted Partner. Creative Capital. Solutions Focused.

Miami Beach, FLhttps://rosemawr.com212-286-9474
Assets Under Management
$500M–$1B
Year Founded
2008
Employees
23
Office Locations
1 office
Total Accounts
13

About the firm

Rosemawr Management is an established alternative investment management firm focused on investing in the U.S. municipal, not-for-profit, and sustainable infrastructure sectors. The firm's experienced team draws on decades of experience to identify attractive investment opportunities and provide flexible financing solutions. Founded in 2008, as of the end of 2025 the firm has deployed over $7 billion (approximately) across multiple sectors of the U.S. municipal and not-for-profit asset classes.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthPooled VehiclesPension/Profit Sharing

Areas of expertise

Alternative InvestmentsMunicipal FinanceNot-for-profitSustainable InfrastructureCharter SchoolsPrivate CapitalSecured LendingFlexible Financing

Services

Alternative investment management providing flexible financing solutions, including a Quarterly Liquidity Fund, multiple Private Capital Funds, a Charter School Co-Investment Fund, a Private Capital Fund investing in Charter School Management Companies, and an Evergreen Fund focused on secured lending against sustainable power projects

Private funds / alternatives
HedgePrivate Equity

Who they serve

Partners and counterparties across multiple sectors of the U.S. municipal and not-for-profit asset classes, including charter schools and sustainable infrastructure industry players

Client segmentClientsAssets managed
Individuals (Non-HNW)0$0
High Net Worth Individuals0$0
Investment Companies0
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans13$844M
Charitable Organizations0$0
State/Municipal Entities0
Insurance Companies0
Sovereign Wealth Funds0
Corporations0$0

Leadership

Gregory Shlionsky
MANAGING MEMBER
Gregory Shlionsky
CHIEF INVESTMENT OFFICER
Baruch Z Halberstam
CHIEF COMPLIANCE OFFICER
Rosemawr Partners Llc
OWNER
Shlionsky Family Investments Llc
OWNER
Gregory Shlionsky
OWNER
Greg Shlionsky 2010 Irrevocable Trust
OWNER

Office locations

1 office in 1 state
FL
Miami BeachHQ

Regulatory & compliance

CRD number
#148984
SEC Number
801-69789
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based
Minimum: $25,000,000 (waivable)

Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Rosemawr Management LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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