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- Custodian
- Jefferies · Trade-PMR · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-13-2015
- Office Locations
- 1
Office Locations
About Roscoe Capital Management, LLC
Roscoe Capital Management is a Fort Myers, FL RIA providing investment management and financial planning for retail clients, including entrepreneurs. The firm follows a value-investing, fundamentals-driven process focused on buying undervalued, high-quality companies, stress-testing downside risk, and holding positions long term. Portfolios are intentionally concentrated (typically 7-12 holdings) and keep a meaningful cash reserve to act quickly during market dislocations.
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Owner & Executives
ANDREW NICHOLAS PASTRIKOS
Chief Compliance Officer, Managing Member, President
- CRD
- #5355275
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,010,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,010,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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