Rowen Capital Management, LLC

Overview

Rowen Capital Management, LLC is a small, fee-based registered investment adviser that focuses on discretionary portfolio management for individuals and small businesses. The firm tilts strongly toward equity exposure: exchange-traded equities make up the dominant portion of client portfolios and the firm lists equities as its stated preference. Its client base is individual and family investors, and it charges a percentage-of-AUM fee. The adviser does not identify as an active ESG investor and does not present itself as a multi-state or pension consultant adviser; its activity is concentrated on personalized equity management and conventional investment vehicles rather than ESG-screened mandates or institutional consulting.

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Public Holdings

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Location & Offices