| Name | Title | Ownership | Since |
|---|---|---|---|
| David Anthony Roosevelt Control | Managing Member | 50-75% | 2016 |
| Michael Patrick O'Brien Control | Managing Member/Chief Compliance Officer | 10-25% | 2019 |
| Roosevelt Investments, LP | Owner | 10-25% | 2019 |
Roosevelt Capital Management LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
Roosevelt Capital Management LLC reports 2 employees.
Roosevelt Capital Management LLC is based in Dallas, TX and has been SEC-registered since 2023.
Roosevelt Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5956 Sherry Lane, Suite 1650, Dallas, TX 75225 |
| Phone | 214-871-2666 |
| Fax | 214-871-2669 |
| Office hours | Not Applicable - Office Visits By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.31B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.31B |