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| Happy Holidays!! thanks for using AUM13F!! |
| Roosevelt Capital Management LLC
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|---|---|
| CRD # | 283217 |
| SEC # | 801-127033 |
| CIK # | |
| AUM | $1.3 B (2025-07-23) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 214-871-2666 |
| Address | 5956 Sherry Lane Dallas, TX 75225 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 3.3 |
| (b) Individuals (high net worth individuals) | 41 | 224.7 |
| (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 | 2 | 0.4 |
| (i) State or municipal government entities | 1 | 1,000.0 |
| (j) Other investment advisers | 8 | 69.2 |
| (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 | 5 | 9.2 |
| (n) Other | 0 | 0.0 |
| Total | 64 | 1,306.7 |
| By Discretionary | ||
| Discretionary | 64 | 1,306.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 64 | 1,306.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,306.7 | |
| Total | 64 | 1,306.7 |
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|---|---|---|
|
Strategic Family Wealth Counselors LLC
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|
NJ | 1.3 |
|
Linden Global Strategies LLC
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|
NY | 1.3 |
|
Evolution Wealth Advisors LLC
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|
FL | 1.3 |
|
Cutler Investment Counsel LLC
✚
|
OR | 1.3 |
|
Sovran Advisors LLC
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|
CA | 1.3 |
|
Royal Fund Management LLC
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|
FL | 1.3 |
|
Oak Ridge Investments LLC
✚
|
IL | 1.3 |
|
Wellington Consulting Services Inc
✚
|
VA | 1.3 |
|
Tyche Wealth Partners LLC
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|
TX | 1.3 |
|
Tamar Securities LLC
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|
CA | 1.3 |