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| Rovin Capital LLC
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| |
|---|---|
| CRD # | 152662 |
| SEC # | 801-71109 |
| CIK # | |
| AUM | $596.1 MM (2024-08-09) |
| Employees | 9 (89% Investors, 0% Brokers) |
| Phone | 480-739-2110 |
| Address | 1 N Macdonald Mesa, AZ 85201 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Rovin Capital Strategic Real Estate Fund LLC | [2024-08-09] | 0.0 | 21.0 |
| Other | Rovin Capital Strategic Debt Fund I LLC | 2022-04-12 | 28.5 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 475 | 87.3 |
| (b) Individuals (high net worth individuals) | 137 | 339.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 298 | 121.7 |
| (h) Charitable organizations | 16 | 1.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 30 | 46.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,034 | 596.1 |
| By Discretionary | ||
| Discretionary | 1,812 | 512.9 |
| Non-Discretionary | 222 | 83.2 |
| Total | 2,034 | 596.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 596.1 | |
| Total | 2,034 | 596.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Markell Staffieri | 2 | ||
| Chris Heyman | 1 | ||
| Kimball Pierce | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Gibraltar Capital Management Inc
✚
|
OK | 0.8 |
|
Portfolio Strategies Inc NY
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|
NJ | 0.7 |
|
Towercrest Capital Management LLC
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|
PA | 0.6 |
|
Canvas Wealth Advisors LLC
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|
KS | 0.6 |
|
Westwind Capital
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|
NM | 0.6 |
|
Arista Wealth Management LLC
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|
NV | 0.6 |
|
Apex Financial Advisors Inc
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|
PA | 0.5 |
|
Trevian Wealth Management LLC
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|
MA | 0.5 |
|
FCA Corp
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|
TX | 0.5 |
|
Marshall & Sullivan Inc
✚
|
WA | 0.4 |