# ROOSEVELT CAPITAL MANAGEMENT LLC

ROOSEVELT CAPITAL MANAGEMENT LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 283217
- Type: SEC-registered investment adviser
- SEC file number: 801-127033
- Location: 5956 SHERRY LANE, SUITE 1650, DALLAS, TX, 75225
- Phone: 214-871-2666
- Latest filing: 2026-03-19
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.4B
- Clients: 2
- Accounts: 176

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (4)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/283217/brochure
- Similar advisers: https://search.stillhousedata.com/firm/283217/similar
- Related entities: https://search.stillhousedata.com/firm/283217/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/283217

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.