ROTR MANAGEMENT COMPANY, INC.

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Washington, District of Columbia
CRD number
291187
Registered since
January 3, 2018

Firm profile

FINTRX

Overview

Rotr Management Company, Inc. is a corporate adviser that registered with the SEC in 2018. The firm is owned by a domestic entity and an individual and is classified in the source data as "Unclassified." It does not present itself as a multi-state adviser, an ESG-focused investor, a pension consultant, or a capital allocator. The firm’s principal activity is sponsoring and managing pooled investment vehicles: it serves as sponsor, general partner, and managing member of closed-end funds rather than operating as a traditional advisory shop with retail or institutional wrap accounts.

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

2 of 2
  • Katherine Wilschutz

    CFOCRD 6777356

  • STEPHEN CASE

    Chairman and Chief Executive OfficerCRD 5946313

Contacts

1 of 1
  • Sapna Mehta

    Associate General CounselCRD 6894732

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Washington, DC

DISTRICT OF COLUMBIA

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
DISTRICT OF COLUMBIA
Address
1717 Rhode Island Ave NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth