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Rosenthal Capital Management, LLC (Jupiter)


Rosenthal Capital Management, LLC is an adviser based in Jupiter. It manages $29 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Florida.

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Rosenthal Capital Management provides portfolio management for pooled investment vehicles and portfolio management for separately managed account clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rosenthal Capital Management: assets under management

The assets under management (AUM) of Rosenthal Capital Management, LLC is $29 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $29 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.63 million each.
Rosenthal Capital Management has custody of $10.23 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rosenthal Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Eileen Rosenthal Member as joint ownership with gary rosenthal 1 Jan 2006 Other 5139313

Based in Jupiter

The principal office where Rosenthal Capital Management, LLC performs its advisory services is located at 221 Ocean Grande Blvd, Jupiter, FL 33477, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-575-6832 or by fax 561-277-2529. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at rosenthalcapital.com.


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