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Building 2ROTELLA CAPITAL MANAGEMENT, INC.

Map pinBELLEVUE, WA
Phone425-213-5700
NotebookSEC #801-119880
Total AUM
$4.5M
Employees
23
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 BELLEVUE WAY NE
SUITE 200
BELLEVUE
WA 98004
United States
Operating Hours
7AM - 4PM PST
Monday - Friday
Phone
425-213-5700

ReceiptFinancials

Total AUM
$4.5M
Accounts
1
Discretionary
$4.5M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Other Clients
1
AUM
$4.5M
Description of Other Clients
PROPRIETARY ACCOUNT

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
INTERNET BASED INVESTMENT ADVISORY SERVICES
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
PLATFORM SUBSCRIPTION FEES

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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