ROARING BLUE LION CAPITAL MANAGEMENT, L.P.

Exempt Reporting AdvisorFINRA MemberEst. 2015
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
137355
Registered since
May 21, 2015

Firm profile

FINTRX

Overview

Roaring Blue Lion Capital Management, L.P. is a partnership that functions primarily as sponsor and general partner of pooled investment vehicles. Registered with the SEC since 2015, the firm’s public profile centers on operating a single hedge fund vehicle rather than providing retail advisory services. The adviser is classified as an unclassified entity and is not identified as a capital allocator, multi-state adviser, pension consultant or active ESG investor. Its regulatory disclosures emphasize its role as sponsor, GP and managing member of pooled funds, indicating an operational focus on fund formation, governance and active portfolio management within the alternative-investment space.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • BRADLEY BERRY

    Chief Compliance OfficerCRD 2258045

Contacts

1 of 1
  • CHARLES GRIEGE

    Managing PartnerCRD 2091661

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
4443 Newmore Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth