Rowen Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 154797
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.25%
- Individuals7.75%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Rowen Capital Management, LLC is a small, independent registered investment adviser operating as a limited liability company and owned by an individual. The firm provides discretionary portfolio management primarily for individual and family clients and small businesses, charging fees based on a percentage of assets under management. It is not positioned as a capital allocator or pension consultant, and it does not identify as an active ESG investor. The adviser manages client relationships on a discretionary basis rather than as a multi-state or affiliated adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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