Rotella Acrospire LLC is a large advisory firm based in Chicago. It manages $431.97 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Illinois.
Rotella Acrospire provides portfolio management for pooled investment vehicles. 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 Acrospire LLC is $431.97 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 338% 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 Acrospire LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Joseph Anthony Canepari has been acting as President since 1 Jan 2015. Boris Krupa joined the executive team most recently as the Managing Member, Chief Executive Officer, Chief Operating Officer.
The principal office where Rotella Acrospire LLC performs its advisory services is located at 181 West Madison Street, Chicago, IL 60602, 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 312-667-0750 or by fax 312-667-0747. The normal business hours are 9am - 5pm ct on Monday - Friday. You can find more information about the New York firm at rotellacapital.com.