|
⚲
|
| Roosevelt Capital Management LLC
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|
|
|---|---|
| CRD # | 283217 |
| SEC # | 801-127033 |
| CIK # | |
| AUM | $1.4 B (2026-03-19) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 214-871-2666 |
| Address | 5956 Sherry Lane Dallas, TX 75225 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 3.6 |
| (b) Individuals (high net worth individuals) | 45 | 213.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 25.9 |
| (i) State or municipal government entities | 1 | 1,019.5 |
| (j) Other investment advisers | 8 | 97.6 |
| (k) Insurance companies | 1 | 2.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 4.3 |
| (n) Other | 0 | 0.0 |
| Total | 176 | 1,366.6 |
| By Discretionary | ||
| Discretionary | 176 | 1,366.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 176 | 1,366.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,366.6 | |
| Total | 176 | 1,366.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Next Level Private LLC
✚
|
NY | 1.4 |
|
Meridian Wealth Partners LLC
✚
|
PA | 1.4 |
|
Diaphanum Americas LLC
✚
|
1.4 | |
|
Aegis Financial Corporation
✚
|
VA | 1.4 |
|
Asset Risk Consultants UK Limited
✚
|
1.4 | |
|
Capital Advisors Ltd LLC
✚
|
OH | 1.4 |
|
Sheets Smith Wealth Management
✚
|
NC | 1.4 |
|
BBVA Global Wealth Advisors Inc
✚
|
FL | 1.4 |
|
Penn Davis McFarland Inc
✚
|
TX | 1.4 |
|
KERA Capital Partners Inc
✚
|
CA | 1.4 |