Roscoe Capital Management, LLC

Overview

Roscoe Capital Management, LLC is a small, fee-based registered adviser that focuses on direct portfolio management for individual and family clients and runs educational seminars. The firm structures its advisory fees as a percentage of assets under management and runs discretionary strategies for a compact client base. Its investment approach shows a clear preference for publicly traded equities—primarily exchange-traded exposures—supported by mutual funds and selective allocations to third-party alternative managers. The firm is not an active ESG investor and does not present as a multi-state advisory platform.

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Location & Offices