ROOSEVELT CAPITAL MANAGEMENT LLC
Dallas, United States · CRD 283217
SEC-registered investment adviser since 2023 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$1.4bn
- Main clients (by assets)State and local governments 75%, High net worth individuals 16%, Other advisers 7%
- Form ADV · 2026-03-19SEC adviser record
- Kindinstitutions
- Others nearbyDallas, TX
As an employer
- Staff (Form ADV)2 · 2 in investment roles
- Offices in1 country