RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jul 23, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ROOSEVELT, DAVID, ANTHONYIMANAGING MEMBERD Control
ROOSEVELT, DAVID, ANTHONYIMANAGING MEMBERD Control
ROOSEVELT, DAVID, ANTHONYIMANAGING MEMBERD Control
ROOSEVELT, DAVID, ANTHONYIMANAGING MEMBERD Control
ROOSEVELT, DAVID, ANTHONYIMANAGING MEMBERD Control
ROOSEVELT, DAVID, ANTHONYIMANAGING MEMBERD Control
ROOSEVELT, DAVID, ANTHONYIMANAGING MEMBERD Control
ROOSEVELT, DAVID, ANTHONYIMANAGING MEMBERD Control
ROOSEVELT, DAVID, ANTHONYIMANAGING MEMBERD Control
O'Brien, Michael, PatrickIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERB Control
O'Brien, Michael, PatrickIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERB Control
O'Brien, Michael, PatrickIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERB Control
O'Brien, Michael, PatrickIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERB Control
O'Brien, Michael, PatrickIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERB Control
O'Brien, Michael, PatrickIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERB Control
O'Brien, Michael, PatrickIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERB Control
O'Brien, Michael, PatrickIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERB Control
O'Brien, Michael, PatrickIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERB Control
ROOSEVELT INVESTMENTS, LPDEOWNERB
ROOSEVELT INVESTMENTS, LPDEOWNERB
ROOSEVELT INVESTMENTS, LPDEOWNERB
ROOSEVELT INVESTMENTS, LPDEOWNERB
ROOSEVELT INVESTMENTS, LPDEOWNERB
ROOSEVELT INVESTMENTS, LPDEOWNERB
ROOSEVELT INVESTMENTS, LPDEOWNERB
ROOSEVELT INVESTMENTS, LPDEOWNERB
ROOSEVELT INVESTMENTS, LPDEOWNERB

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
ROOSEVELT INVESTMENTS MANAGEMENT, LLCDEROOSEVELT INVESTMENTS, LPF
ROOSEVELT INVESTMENTS MANAGEMENT, LLCDEROOSEVELT INVESTMENTS, LPF
ROOSEVELT INVESTMENTS MANAGEMENT, LLCDEROOSEVELT INVESTMENTS, LPF
ROOSEVELT INVESTMENTS MANAGEMENT, LLCDEROOSEVELT INVESTMENTS, LPF
ROOSEVELT INVESTMENTS MANAGEMENT, LLCDEROOSEVELT INVESTMENTS, LPF
ROOSEVELT INVESTMENTS MANAGEMENT, LLCDEROOSEVELT INVESTMENTS, LPF
RI RESIDUAL, LPDEROOSEVELT INVESTMENTS, LPD
RI RESIDUAL, LPDEROOSEVELT INVESTMENTS, LPD
RI RESIDUAL, LPDEROOSEVELT INVESTMENTS, LPD
RI RESIDUAL, LPDEROOSEVELT INVESTMENTS, LPD
RI RESIDUAL, LPDEROOSEVELT INVESTMENTS, LPD
RI RESIDUAL, LPDEROOSEVELT INVESTMENTS, LPD

Registrations

Federal

IA
Jul 23, 2025 REGISTERED

Notice Filings (3)

LA SC TX

Address

5956 SHERRY LANE
SUITE 1650
DALLAS, TX 75225
United States
Phone: 214-871-2666