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ROOSEVELT CAPITAL MANAGEMENT LLC
CRD 283217 · SEC 801-127033
5956 SHERRY LANE, SUITE 1650, DALLAS, TX, 75225, United States
Phone
214-871-2666
Fax
214-871-2669
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.37B
Discretionary AUM
$1.37B
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $3.6M |
| High net worth individuals | 45 | $213.2M |
| Charitable organizations | 3 | $25.9M |
| State/municipal entities | 1 | $1.02B |
| Other investment advisers | 8 | $97.6M |
| Insurance companies | 1 | $2.4M |
| Corporations/business entities | 4 | $4.3M |
States served
CA, LA, SC, TX
All web addresses on file
Official SEC filing: View on IAPD