Rotella Acrospire LLC (Chicago)


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. 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.

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.