Daniel Rosenberg is a control person of Rofi and directly owns under 5% of it.
Rofi is an investment adviser based in Birmingham, MI, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $231 million, as filed on 29 July 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 8213683
- Firm
- Rofi · CRD 340471
- Role
- Managing Partner and Chief Compliance Officer
- In role since
- January 2026 · under a year
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Birmingham, MI
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel Rosenberg work?
Daniel Rosenberg has been Managing Partner and Chief Compliance Officer of Rofi LLC since January 2026, and is a control person of the firm.
How can I verify Daniel Rosenberg’s record?
Daniel Rosenberg’s role is listed on Rofi LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 340471.