Rosetta Investments is an independent multi-family office in Herzliya Pituah, Israel, established in 2008. It provides asset allocation, financial planning, tax, pension, inheritance planning and investment monitoring services. The firm opens bank accounts globally, based on needs set by asset allocation and relevant issues such as regulatory environment, nationality, and the physical presence of the client or family members. Rosetta advises on investments in all traditional asset classes, namely equities, fixed income, alternatives, real estate and private equity. Unlike most wealth managers, it has established partnerships within the Israeli healthcare and technology sectors, which gives clients unique access to private investments. For example, Rosetta partners with the lead investor in Integra Holdings, the Hebrew University's technology transfer company, which guarantees a Right of First Look at its portfolio of cutting-edge life science companies.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| SEI Investments | Fund of Funds | Oaks | Multifamily · Industrial | $1.5T | 4 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| New York Life Investment Management | Asset Manager | New York | Multifamily · Industrial · Co-investment | $740B | 5 |
| Brookfield Asset Management | Asset Manager | Toronto, Canada | Multifamily · Industrial · Opportunistic · Joint venture | $690B | 12 |
| KKR | Asset Manager | New York | Multifamily · Industrial · Core · Co-investment | $553B | 11 |
| Ares Management | Asset Manager | Los Angeles | Multifamily · Industrial · Core | $546B | 16 |
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