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ROOSEVELT CAPITAL MANAGEMENT LLC
DALLAS, TX
214-871-2666
SEC #801-127033Total AUM
$1.4B
Employees
2Clients
69Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5956 SHERRY LANE
SUITE 1650
DALLAS
TX 75225
United States
SUITE 1650
DALLAS
TX 75225
United States
Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
214-871-2666
Financials
Total AUM
$1.4B
Accounts
176Discretionary
$1.4B
Accounts
176Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
7AUM
$3.6M
HNW Individual Clients
45AUM
$213.2M
Charitable Organization Clients
3AUM
$25.9M
Government Entity Clients
1AUM
$1B
Investment Advisor Clients
8AUM
$97.6M
Insurance Company Clients
1AUM
$2.4M
Corporation or Business Clients
4AUM
$4.3M
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CALASCTX
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.