ROOSEVELT CAPITAL MANAGEMENT LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 283217). Regulatory assets under management: $1.4B.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| David Anthony Roosevelt | MANAGING MEMBER | — |
| Michael Patrick O'Brien | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| O'BRIEN KEVIN PATRICK | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| ROOSEVELT DAVID ANTHONY | MANAGING MEMBER | — |