Rosen Partnership Inc.

What Rosen Partnership Inc. does

Rosen Partnership Inc. (RPI) is a Montreal-headquartered, independent, privately-held portfolio management firm founded in September 2015 by Brian L. Rosen, MBA, CFA. The firm serves high-net-worth individuals, families, and accredited investors across Quebec, Ontario, and Alberta with a unified wealth- and asset-management offering built on a classical value-investing philosophy inherited from Warren Buffett and Benjamin Graham. Risk is explicitly defined as permanent loss of capital rather than volatility, and the firm is intentionally selective in client onboarding to preserve service quality and relationship depth.

The product set comprises three core vehicles: the Rosen Value Fund (RVF), an All-Cap North American equity pooled fund of 20–30 securities targeting outperformance of the S&P 500 by at least 5% per annum net of fees; the Active Value Strategy, launched March 2022 as a concentrated 4–5 position portfolio focused on sub-$500M market cap companies with direct management engagement and a 5–10 year horizon, targeting outperformance of the Russell 2000 by at least 10% per annum net of fees; and Separately Managed Accounts with discretionary authority under a personalized Investment Policy Statement. A Private Credit Yield Strategy has been announced as forthcoming. All client assets are custodied at National Bank Independent Network (NBIN), a CIPF-insured infrastructure partner, rather than on the firm's own balance sheet.

RPI operates on a fee-based revenue model charging on assets under management through subscription-style recurring fees (rates not publicly disclosed), and is registered in three Canadian provinces as a Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer. The firm is 100% Canadian-owned and explicitly positioned against bank-owned wealth platforms; distribution is referral-driven with no mass marketing, the leadership team consists of three named professionals (Brian Rosen in Montreal, Jason Kirsch in Toronto, Ian H. Miller in Calgary), and headcount is in the 1–10 range. There have been no external funding rounds, acquisitions, or institutional investors disclosed in the available data.

Name

Rosen Partnership Inc.

Legal name

Rosen Partnership Inc.

Website

https://rosenpartnership.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

Rosen Partnership Inc. is a Montreal-based, independent, privately-held portfolio management firm offering discretionary wealth and asset management grounded in value-investing principles to high-net-worth individuals, families, and accredited investors in Quebec, Ontario, and Alberta, operating via a fee-based AUM model since 2015.

Ownership category

akta.pro rank

Product category

Wealth and Portfolio Management Services

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

akta.pro primary industry

Independent Broker-Dealers (Retail Network) (FSAAAAAC)

Keywords

• Portfolio management services
• Wealth management advisory
• Asset management firm
• Value investing strategies
• Separately managed accounts

Headquarters

HQ city

Montreal

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Fee-based Portfolio Management: Fee-based compensation structure where the firm succeeds when clients succeed. Revenue generated through management fees on assets under management (AUM) across separately managed accounts and in-house pooled funds (Rosen Value Fund, Active Value strategy).

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels3 records

Core offering

Rosen Partnership Inc. is a Montreal-based portfolio management firm providing discretionary wealth and asset management services to high-net-worth individuals, families, and accredited investors in Quebec, Ontario, and Alberta. The firm offers separately managed accounts and in-house pooled funds (including the Rosen Value Fund and Active Value strategy) built on disciplined value investing principles derived from Warren Buffett and Benjamin Graham, with all client assets custodied at National Bank Independent Network under a fee-based compensation structure.

Product overview

Rosen Partnership Inc. is a Montreal-based portfolio management firm offering a unified platform of wealth and asset management services built around disciplined value investing principles. The core offering consists of three main investment vehicles: (1) the Rosen Value Fund (RVF), an All-Cap North American equity-focused pooled fund of 20-30 securities targeting S&P 500 outperformance; (2) the Active Value Strategy, a concentrated high-conviction portfolio for sub-$500M companies targeting Russell 2000 outperformance; and (3) Separately Managed Accounts providing custom-built discretionary portfolios. Additionally, the firm offers access to its pooled funds and is developing Private Credit Yield Strategies (forthcoming). All strategies are grounded in deep value investing philosophy with a focus on capital preservation and margin of safety.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Rosen Value Fund aims to outperform S&P 500 by at least 5% per year net of fees
• +2 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• National Bank Independent Network (NBIN)coreOthersCustodian partner holding client assets. NBIN is the 6th largest bank in Canada, holding over $300 billion in assets for over 450 independent firms. Every account is CIPF-insured.

Scale indicators5 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Hexavest: Montreal-based Canadian independent investment manager with pooled funds serving institutional and HNW clients. Same Quebec base and multi-strategy pooled fund structure as Rosen Partnership.
• Mawer Investment Management: Calgary-based Canadian independent investment manager with multi-strategy pooled funds and separately managed accounts serving institutional and HNW clients. Closely comparable in independent business model, value-oriented philosophy, and target market.
• Letko Brosseau Asset Management: Montreal-based Canadian independent asset manager with multi-strategy pooled funds serving institutional and HNW clients. Same geographic base, comparable independent structure and value-style offering.
• PenderFund Capital Management: Vancouver-based Canadian independent boutique asset manager with pooled funds across multiple strategies. Comparable independent structure and HNW/institutional focus with concentrated, high-conviction mandates.
• Beutel, Goodman & Company: Canadian independent value-oriented investment manager offering pooled funds and institutional/wealth management services. Comparable in independent structure and Graham/Buffett-influenced value investing philosophy.
• Leith Wheeler Investment Counsel: Vancouver-based Canadian independent investment counsel offering pooled funds and separately managed accounts to HNW and institutional clients. Comparable independent multi-strategy model and consultative client approach.
• Canso Investment Counsel: Ontario-based Canadian independent investment manager offering pooled funds and separately managed accounts. Comparable independent structure, value-oriented philosophy, and institutional/HNW client base.

Broad incumbents

• Fiera Capital: Montreal-based Canadian asset manager with a broad multi-asset, multi-strategy platform serving institutional and HNW clients. Larger incumbent with overlapping value offerings but a far broader product suite and global footprint.
• National Bank of Canada: Parent of National Bank Independent Network (NBIN), Rosen Partnership's custodian partner. Major Canadian bank with full wealth management offerings competing broadly for the same HNW clients across Canada.
• Manulife Wealth Management: Canadian wealth management arm of Manulife offering full-service advisory, segregated funds, and institutional investment solutions. Competes for the same HNW client base across all Canadian provinces with much larger scale and distribution.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/rosen-partnership-inc

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Rosen Partnership Inc.