Rotella Capital Management, Inc. is a mid-sized advisory firm based in Bellevue. It manages $32.43 million of regulatory assets for 77 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Illinois and Washington.
Rotella Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rotella Capital Management, Inc. is $32.43 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -83% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Rotella Capital Management, Inc. 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.
Robert Philip Rotella has been acting as President since 1 Apr 1995. Kelly Ann Fetzer joined the executive team most recently as the General Counsel And Chief Compliance Officer.
The principal office where Rotella Capital Management, Inc. performs its advisory services is located at 800 Bellevue Way Ne, Bellevue, WA 98004, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 425-213-5700 or by fax 425-451-0808. The normal business hours are 7am - 4pm pst on Monday - Friday. You can find more information about the New York firm at rotellacapital.com.