ROSENTHAL | HENRY CAPITAL ADVISORS, INC.
Firm details
- Headquarters
- MISHAWAKA, Indiana
- CRD number
- 158537
- Registered since
- February 22, 2017
- Website
- www.rosenthalpartners.net
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Rosenthal | Henry Capital Advisors, Inc. is a SEC-registered corporate adviser that operates as a hedge-fund manager focused on institutional investors. The firm, registered in 2017 and owned by an individual, provides portfolio management for pooled investment vehicles and charges a combination of percentage-of-assets and performance-based fees. It is not positioned as a capital allocator and does not market itself as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1CHARLES HENRY
Chief Administrative OfficerCRD 5949095
Contacts
3 of 4JOHN ROSENTHAL
PresidentCRD 5949639
JOHN ROSENTHAL II
OwnerCRD 5949643
NATHANIEL ROSENTHAL
OwnerCRD 5949645
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$17.1M in ETFs
100%
$17.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) S&P(R) REGIONAL BANKING ETF (KRE) | State Street | Passive | Financial | $8.6M | 131,610 | 50.00% |
Location
MISHAWAKA, IN
ST JOSEPH
Location
MISHAWAKA, IN
Headquartered in MISHAWAKA, IN, anchoring the South Bend-Elkhart-Mishawaka, IN-MI metro in the Midwest.
- Metro area
- South Bend-Elkhart-Mishawaka, IN-MI
- Region
- Midwest
- County
- ST JOSEPH
- Address
- 4220 Edison Lakes Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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