Rooney Capital Management, Inc.
RIASEC RegisteredEst. 2006
Total AUM
$411M
Discretionary
$0
0% of AUM
Avg account
$411M
Accounts
1
Employees
1
Advisory reps
1
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 an SEC-registered institutional RIA (registered in 2006) that focuses on portfolio management for business and institutional clients. The firm is individually owned and operates on a fixed-fee basis. Rooney is not positioned as a capital allocator or pension consultant, and it does not report active ESG integration. Its advisory work is concentrated on institutional mandates rather than retail wealth management.
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
- US Government Bonds100%
Contacts
1 of 1Charles Rooney
President, CCOCRD 842012
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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