Investment adviser · CRD 114533
ROSENTHAL ADVISORY SERVICES, L.P.
Investment adviser filing (IA)
FORT WORTH, TX, United States · Form ADV filed Mar 23, 2021
- Regulatory AUM
- $187M Form ADV · Item 5.F
- Client accounts
- 363 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 86 | $108,647,266 | 58.2% |
| Individuals | 277 | $77,990,197 | 41.8% |
Filing source
Form ADV 1502014 · Mar 23, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 23, 2021. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
1408 MONTGOMERY STFORT WORTH, TX, 76107, United States
CRD 114533
Filing source
Form ADV 1502014 · Mar 23, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.