ROONEY CAPITAL MANAGEMENT, INC.
Firm details
- Headquarters
- ,
- CRD number
- 141874
- Registered since
- September 19, 2006
- Fee structure
- Fixed Fees
- Client types
- Banking / Thrift Institutions100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Rooney Capital Management, Inc. is a small, SEC-registered corporate adviser that focuses on portfolio management for institutional clients. The firm has been registered since 2006 and operates under an individual ownership structure. Its business model targets a single institutional relationship and uses a fixed-fee schedule rather than percentage-based asset fees. The firm is not positioned as an ESG investor, does not act as a pension consultant, and is not a multi-state adviser. Investment activity is concentrated and conservative in nature: filings show a strong tilt toward fixed-income instruments, driven by a single-account mandate. Given the client base and the asset mix, Rooney Capital Management appears set up to serve institutions seeking capital preservation, liquidity and predictable income rather than equity growth or high-turnover strategies.
Assets & Accounts
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
Asset composition
- US Government Bonds100%
Contacts
1 of 1CHARLES ROONEY
President, CCOCRD 842012
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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