ROI Capital Management Inc

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Assets, Funds, Holdings

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ROI Capital Management Inc
CRD #159819
SEC #801-74478
CIK #
AUM
Employees 2 (50% Investors, 0% Brokers)
Phone415-464-8023
Address300 Drakes Landing Rd
Greenbrae, CA 94904
Source [IAPD]
Total AUM ($M)
200160120804001999200720152024
Type Form D Funds Date Sold ($M) AUM ($M)
HF ROI & Lane LP 2012-02-29 0.0
HF ROI Partners LP [2012-02-29] 54.0 31.7
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 2 25.8
By Discretionary
Discretionary 2 25.8
Non-Discretionary 0 0.0
Total 2 25.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 25.8
Total 2 25.8
Form D Directors # Filings # Firms 2011 - 2025
Mark Boyer 7
Mitchell Soboleski 2
ROI Capital Management Inc 2
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