ROSENWALD CAPITAL MANAGEMENT, INC.
Firm details
- Headquarters
- REDONDO BEACH, California
- CRD number
- 290118
- Registered since
- February 26, 2018
- Custodians
- JTC GROUP
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles63.81%
- Charitable Organizations36.19%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Rosenwald Capital Management, Inc. operates as a hedge fund adviser focused on institutional clients and pooled investment vehicles. The firm provides portfolio management for pooled vehicles and for businesses or institutions, using a fee model that combines a percentage of assets under management with performance-based fees. Rosenwald is not positioned as an ESG investor and does not claim multi-state advisory status. The firm’s investment activity centers on actively managed alternative strategies. It sponsors and manages pooled funds and acts in roles consistent with a sponsor, general partner or managing member, indicating hands-on involvement in fund structuring and manager selection. That setup supports a strategy mix that emphasizes private funds and hedge-style allocations rather than broad retail separations or simple long-only public equity mandates.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds95%
- Exchange Traded Equities4%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2ANITA VORA
Chief Financial OfficerCRD 6860205
CHRISTOPHER HA
Partner and Chief Compliance OfficerCRD 6095216
Contacts
3 of 4JILL ROSENWALD
DirectorCRD 6231227
JOCELYN ROSENWALD
Board MemberCRD 6860202
JAMES ROSENWALD
Founding PartnerCRD 1241892
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
REDONDO BEACH, CA
LOS ANGELES
Location
REDONDO BEACH, CA
Headquartered in REDONDO BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 121 W Torrance Blvd
- Time zone
- PT (UTC-8)
- Office locations
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