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Roll & Ross Asset Management LP (Blue Bell)


Roll & Ross Asset Management LP is a large advisory firm based in Blue Bell. It manages $597.08 million of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Pennsylvania.

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Roll & Ross Asset Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Roll & Ross Asset Management: assets under management

The assets under management (AUM) of Roll & Ross Asset Management LP is $597.08 million. The firm's AUM has gone down by -48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $395.58 million in discretionary accounts and $201.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $20.82 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $33.58 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Roll & Ross Asset Management LP 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.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Richard Wayne Roll Director 1 Nov 1986 25% - 50% 1461739
Stephen Alan Ross Director 1 Nov 1986 25% - 50% 1706737

Based in Blue Bell

The principal office where Roll & Ross Asset Management LP performs its advisory services is located at 583 Skippack Pike, Suite 500, Blue Bell, PA 19422 2129, which is also the mailing address of the firm. An additional office of the firm is in Culver City, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 215-641-1448 or by fax 215-641-1535. The normal business hours are 9:00a.m.-5:00p.m. on Monday - Friday. You can find more information about the New York firm at www.rollross.com.


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