Unclaimed Profile

Matthew Rotan

MARBLE CAPITAL LP·HOUSTON, Texas

Clean recordMARBLE CAPITAL LP

10000 MEMORIAL DRIVE, SUITE 950, HOUSTON, TX 77024CRD# 6739959Firm CRD# 285940

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Rotan · HOUSTON, TX

Registration

CRD #6739959 · MARBLE CAPITAL LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

MARBLE CAPITAL LP

AUM

$2.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at MARBLE CAPITAL LP →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6739959

Firm CRD# 285940

View on FINRA BrokerCheck →

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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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