Rotella Acrospire LLC (Chicago)

Name: Rotella Acrospire LLC
Address: 181 West Madison Street, Chicago, IL, 60602
Telephone: 312-667-0750

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.

Rotella Acrospire: assets under management

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 firm manages $431.97 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $143.99 million each.

Fees & Commissions

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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Rotella Acrospire LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Rotella Capital Management	Managing member	1 Oct 2013	50% - 75%	162776
Boris Krupa	Member/cio	1 Oct 2013	50% - 75%	5296258
Robert Philip Rotella	Principal	1 Oct 2013	Other	1627695
Milton Kellogg Buckingham	General counsel and chief compliance officer	1 Oct 2013	Other	6044744
Kenneth Seong Koh	Director of finance & controller	1 Oct 2013	Other	6044746
Joseph Anthony Canepari	President and chief operating officer	1 Oct 2013	Other	2195193
Joseph Anthony Canepari	President	1 Jan 2015	Other	2195193
Acrospire Financial Holdings Llc	Managing member	1 Jan 2015	75% - 100%	47-2745911
Laura Frances Garofola	Controller	1 May 2015	Other	6618060

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Robert Philip Rotella	Trustee	1 Apr 2005	75% - 100%	1627695
The Robert Philip Rotella Living Trust	Shareholder	1 Dec 2005	75% - 100%	xxx-xx-xxxx
Boris Krupa	Managing member, chief executive officer, chief operating officer	1 Feb 2016	50% - 75%	5296258

Based in Chicago

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.