ROOSEVELT CAPITAL MANAGEMENT LLC
CRD #283217 SEC #801-127033 DALLAS, TX 214-871-2666
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
2
Clients
--
Accounts
64
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $1.3B | $1.3B | $0 | 2 | 0 |
| Apr 2025 | $306.5M | $306.5M | $0 | 2 | 0 |
| Feb 2025 | $306.5M | $306.5M | $0 | 2 | 0 |
| Feb 2024 | $202.3M | $202.3M | $0 | 2 | 19 |
| Nov 2023 | $198.7M | $198.7M | $0 | 2 | 0 |
| Mar 2023 | $198.7M | $198.7M | $0 | 2 | 0 |
| Feb 2023 | $116.6M | $116.6M | $0 | 2 | 0 |
| Nov 2022 | $116.6M | $116.6M | $0 | 2 | 0 |
| Nov 2022 | $116.6M | $116.6M | $0 | 2 | 0 |
DateJul 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees2
Clients0
DateApr 2025
Total AUM$306.5M
Discretionary$306.5M
Non-Disc.$0
Employees2
Clients0
DateFeb 2025
Total AUM$306.5M
Discretionary$306.5M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$202.3M
Discretionary$202.3M
Non-Disc.$0
Employees2
Clients19
DateNov 2023
Total AUM$198.7M
Discretionary$198.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$198.7M
Discretionary$198.7M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees2
Clients0
DateNov 2022
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees2
Clients0
DateNov 2022
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees2
Clients0