Roseman Wagner Wealth Management
$1.1B Total AUM · Institutional LP profile covering 1 historical fund disclosure record ($112.5M parsed USD across disclosed rows) across disclosed strategy exposure in Multi-Strategy (investment geography mandates are evaluated separately from LP headquarters). 1 complete primary source trail is open below without registration.
Historical Fund Disclosures — Roseman Wagner Wealth Management
1 Open Source Trail (No Registration)Showing all 1 tracked historical disclosure record for Roseman Wagner Wealth Management (zero hidden commitment rows). Click Inspect Source on any row to view field-level substantiation.
| Disclosed Fund / Vehicle | Strategy | Fund Vintage | Advised Vehicle GAV | Disclosed Performance | Primary Source Trail |
|---|---|---|---|---|---|
| Roseman Wagner Partners, L.P.Adviser 7.B Vehicle | Multi-Strategy | 2024 |
$112.5M Adviser-managed fund GAV · As of August 2024
|
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule | Inspect Source · SEC Form ADV 7.B |
Forward-Looking Searches, Pacing Plans & Governance Updates — Roseman Wagner Wealth Management
Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.
Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap
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Retained Private Markets Advisors & Emerging-Manager Search Conduits
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CIO, Private Markets Officers & Official Pitch Intake Guidance
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Request Pilot Access to Full Workspace Data for Roseman Wagner Wealth Management
You are viewing 1 open public preview record — all 1 currently indexed public disclosure record for Roseman Wagner Wealth Management are shown openly above (zero hidden commitment rows). Request pilot workspace access to unlock LP 360° pacing, decision-maker contacts & intake channels, gatekeeper consultants, bilateral intro paths, and CRM export:
- LP 360° Target-vs-Actual Allocation Gap & FY2026 Pacing Plan
- Separated active manager searches, RFPs & governance updates
- Decision-Maker Investment Contacts (3) & official proposal intake channels
- Retained gatekeeper consultants (1) & Affinity / Attio / HubSpot CRM export
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Strategies Disclosed by Roseman Wagner Wealth Management
Frequently Asked Questions: Roseman Wagner Wealth Management
What type of institutional allocator is Roseman Wagner Wealth Management and what is their typical disclosed ticket size?
Roseman Wagner Wealth Management is categorized under Family Office / MFO (Regional Roadshow Hub: Rocklin, CA; Headquarters: Rocklin, CA). Across 1 historical disclosure records tracked on Prilago ($112.5M total parsed USD across disclosed rows), the median disclosed amount is $112.5M (range: $112.5M to $112.5M).
Which private-market strategies appear in Roseman Wagner Wealth Management's public disclosures?
Roseman Wagner Wealth Management has disclosed records across Multi-Strategy. Open preview records include Roseman Wagner Partners, L.P. (2024 Vintage).
How are Roseman Wagner Wealth Management's historical records substantiated and separated from active searches on Prilago?
Records for Roseman Wagner Wealth Management cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 1 open source trail on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.
How can General Partners request pilot access to Roseman Wagner Wealth Management's full commitment history and contacts?
General Partners can join the early-access waitlist on https://prilago.com/lp/roseman-wagner-wealth-management or test fund suitability in the interactive read-only demo at https://prilago.com/demo.