ROSENTHAL ADVISORY SERVICES, L.P.
CRD #114533 SEC #801-113369 FORT WORTH, TX 817-336-2000
SEC Registered
Total AUM
$186.6M
Discretionary
$186.6M
Employees
5
Clients
--
Accounts
363
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 23, 2021
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ROSENTHAL MANAGEMENT SERVICES, LLC | DE | GENERAL PARTNER | NA | Control |
| ROSENTHAL MANAGEMENT SERVICES, LLC | DE | GENERAL PARTNER | NA | Control |
| ROSENTHAL MANAGEMENT SERVICES, LLC | DE | GENERAL PARTNER | NA | Control |
| ROSENTHAL MANAGEMENT SERVICES, LLC | DE | GENERAL PARTNER | NA | Control |
| ROSENTHAL MANAGEMENT SERVICES, LLC | DE | GENERAL PARTNER | NA | Control |
| ROSENTHAL MANAGEMENT SERVICES, LLC | DE | GENERAL PARTNER | NA | Control |
| ROSENTHAL MANAGEMENT SERVICES, LLC | DE | GENERAL PARTNER | NA | Control |
| ROSENTHAL MANAGEMENT SERVICES, LLC | DE | GENERAL PARTNER | NA | Control |
| ROSENTHAL, WILLIAM, BURK | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSENTHAL, WILLIAM, BURK | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSENTHAL, WILLIAM, BURK | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSENTHAL, WILLIAM, BURK | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSENTHAL, WILLIAM, BURK | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSENTHAL, WILLIAM, BURK | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSENTHAL, WILLIAM, BURK | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSENTHAL, WILLIAM, BURK | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| THE WILLIAM BURK ROSENTHAL LIVING TRUST U/T/D DECEMBER 3, 2014 (WILLIAM BURK ROSENTHAL, TRUSTEE) | DE | OWNER | E | Control |
| THE WILLIAM BURK ROSENTHAL LIVING TRUST U/T/D DECEMBER 3, 2014 (WILLIAM BURK ROSENTHAL, TRUSTEE) | DE | OWNER | E | Control |
| THE WILLIAM BURK ROSENTHAL LIVING TRUST U/T/D DECEMBER 3, 2014 (WILLIAM BURK ROSENTHAL, TRUSTEE) | DE | OWNER | E | Control |
| THE WILLIAM BURK ROSENTHAL LIVING TRUST U/T/D DECEMBER 3, 2014 (WILLIAM BURK ROSENTHAL, TRUSTEE) | DE | OWNER | E | Control |
| THE WILLIAM BURK ROSENTHAL LIVING TRUST U/T/D DECEMBER 3, 2014 (WILLIAM BURK ROSENTHAL, TRUSTEE) | DE | OWNER | E | Control |
| THE WILLIAM BURK ROSENTHAL LIVING TRUST U/T/D DECEMBER 3, 2014 (WILLIAM BURK ROSENTHAL, TRUSTEE) | DE | OWNER | E | Control |
| THE WILLIAM BURK ROSENTHAL LIVING TRUST U/T/D DECEMBER 3, 2014 (WILLIAM BURK ROSENTHAL, TRUSTEE) | DE | OWNER | E | Control |
| THE WILLIAM BURK ROSENTHAL LIVING TRUST U/T/D DECEMBER 3, 2014 (WILLIAM BURK ROSENTHAL, TRUSTEE) | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ROSENTHAL, WILLIAM, BURK | I | THE WILLIAM BURK ROSENTHAL LIVING TRUST U/T/D DECEMBER 3, 2014 (WILLIAM BURK ROSENTHAL, TRUSTEE) | E | Control |
| ROSENTHAL, WILLIAM, BURK | I | ROSENTHAL MANAGEMENT SERVICES, LLC | E | Control |
| ROSENTHAL, WILLIAM, BURK | I | THE WILLIAM BURK ROSENTHAL LIVING TRUST U/T/D DECEMBER 3, 2014 (WILLIAM BURK ROSENTHAL, TRUSTEE) | E | Control |
| ROSENTHAL, WILLIAM, BURK | I | ROSENTHAL MANAGEMENT SERVICES, LLC | E | Control |
| ROSENTHAL, WILLIAM, BURK | I | ROSENTHAL MANAGEMENT SERVICES, LLC | E | Control |
| ROSENTHAL, WILLIAM, BURK | I | ROSENTHAL MANAGEMENT SERVICES, LLC | E | Control |
| ROSENTHAL, WILLIAM, BURK | I | ROSENTHAL MANAGEMENT SERVICES, LLC | E | Control |
| ROSENTHAL, WILLIAM, BURK | I | ROSENTHAL MANAGEMENT SERVICES, LLC | E | Control |
| ROSENTHAL, WILLIAM, BURK | I | ROSENTHAL MANAGEMENT SERVICES, LLC | E | Control |
| ROSENTHAL, WILLIAM, BURK | I | ROSENTHAL MANAGEMENT SERVICES, LLC | E | Control |
Registrations
Federal
IA
Mar 23, 2021 REGISTERED
Notice Filings (4)
AR LA OK TX
Address
1408 MONTGOMERY STFORT WORTH, TX 76107
United States
Phone: 817-336-2000