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Matthew Rotan

MARBLE CAPITAL LP·HOUSTON, Texas
Unclaimed Profile
10000 MEMORIAL DRIVE, SUITE 950, HOUSTON, TX 77024CRD# 6739959Firm CRD# 285940
01

About

Matthew Rotan is a registered financial advisor based in HOUSTON, Texas, affiliated with MARBLE CAPITAL LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
MARBLE CAPITAL LP
MARBLE CAPITAL LP
AUM
$2.4B
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at MARBLE CAPITAL LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6739959
Firm CRD# 285940
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Rotan offer?
Matthew Rotan specializes in Retirement Planning. Contact their office in HOUSTON, Texas for a consultation.
What are Matthew Rotan's credentials?
Matthew Rotan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Rotan located?
Matthew Rotan is based in HOUSTON, Texas, working with MARBLE CAPITAL LP. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Matthew Rotan charge for services?
Matthew Rotan's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARBLE CAPITAL LP?
MARBLE CAPITAL LP has approximately 27 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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