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| Happy Holidays!! thanks for using AUM13F!! |
| Rovin Capital LLC
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| CRD # | 152662 |
| SEC # | 801-71109 |
| CIK # | |
| AUM | $710.7 M (2025-06-18) |
| Employees | 10 (90% Investors, 0% Brokers) |
| Phone | 480-739-2110 |
| Address | 1 N Macdonald Mesa, AZ 85201 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Spcm-Fetch Senior Debt LLC | [2025-06-05] | 15.0 | 1.7 |
| RE | Rovin Capital Strategic Real Estate Fund LLC | [2024-08-09] | 0.0 | 20.8 |
| Other | Rovin Capital Strategic Debt Fund I LLC | [2022-04-12] | 31.9 | 30.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 324 | 94.4 |
| (b) Individuals (high net worth individuals) | 140 | 411.1 |
| (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 | 165 | 150.6 |
| (h) Charitable organizations | 17 | 2.2 |
| (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 | 25 | 52.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,034 | 710.7 |
| By Discretionary | ||
| Discretionary | 1,204 | 627.5 |
| Non-Discretionary | 830 | 83.2 |
| Total | 2,034 | 710.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 710.7 | |
| Total | 2,034 | 710.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| David Fraser | 8 | ||
| Steven Tanner | 7 | ||
| Steven Roy | 6 | ||
| David Wunderli | 4 | ||
| Markell Staffieri | 3 | ||
| Kimball Pierce | 2 | ||
| Heidi Mayall | 2 | ||
| Christopher Heyman | 2 | ||
| Eric Kimball | 1 | ||
| Chris Heyman | 1 | ||
| K Pierce | 1 |
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|---|---|---|
|
Portfolio Strategies Inc NY
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NJ | 0.9 |
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Gibraltar Capital Management Inc
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OK | 0.8 |
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Westwind Capital
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NM | 0.7 |
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Canvas Wealth Advisors LLC
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KS | 0.7 |
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Towercrest Capital Management LLC
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PA | 0.7 |
|
Regis Metro Associates Inc
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CA | 0.7 |
|
Acumen Wealth Advisors LLC
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TN | 0.6 |
|
Trevian Wealth Management LLC
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|
0.5 | |
|
FCA Corp
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TX | 0.5 |
|
Apex Financial Advisors Inc
✚
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PA | 0.5 |