A complete list of active advisors currently associated with Rovin Capital
Warmer can help you find a great advisor at Rovin Capital or one who fits your needs even better.
Rovin Capital LLC provides personalized financial planning and investment advisory services to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Its offerings include comprehensive and focused financial planning, discretionary portfolio management, recommendations of third‑party investment advisers, and the evaluation and implementation of investments such as mutual funds, ETFs, individual securities and private offerings. The firm applies a customized, fundamental-analysis approach and ongoing account monitoring aimed at long‑term growth and volatility management, with periodic reviews generally conducted at least quarterly and as client circumstances change. Rovin Capital uses a range of strategies and instruments — including options, private placements and the use of third‑party managers — and may recommend or place client assets in pooled vehicles when appropriate. Rovin Capital is notable among peers for acting as manager, sponsor and adviser to multiple private pooled vehicles and real‑estate-related offerings (for example, the Rovin Capital Strategic Debt Fund I, the Rovin Capital Strategic Real Estate Fund, Artegius Income and Growth Fund, and SV Funding LLC), and it discloses that it recommends these firm‑managed funds to suitable clients and receives compensation from them. With approximately $917 million in assets under management, the firm explicitly discloses these affiliated fund activities and the resulting potential conflicts of interest while noting clients are not required to invest in the firm’s funds.
To learn more about the advisors currently working at Rovin Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Mesa, AZ
| 5
| |
Mesa, AZ
| 13
|
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