


| Revenue | $100 - $500 million See Exact Annual Revenue |
|---|---|
| Employees | 100 - 500Exact Company Size |
| Primary Industry | 52311 Investment Banking & Securities Dealing |
| Address | 888 San Clemente Dr, Suite 400 Newport Beach, CA 92660 |
| Roth Capital Partners | Revenue Est. ($ Million) | Growth Rate (%) | # Employees |
|---|---|---|---|
| 2025 | $100 - $500 million Details in Premium Report | ||
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| Roth Capital Partners P&L | $ Millions |
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| Trademark | Date |
|---|---|
| OPENROUND Providing a web-based on-line portal and database of investment opportunities and presentations in companies seeking capital investments from accredited qualified investors | 11/01/2013 |
| R ROTH Conferences in the field of finance, investments, brokerage, banking, and insurance, namely, arranging and conducting educational conferences | 04/27/2006 |
| R Conferences in the field of finance, investments, brokerage, banking, and insurance, namely, arranging and conducting educational conferences | 04/27/2006 |
| Company | Headquarters | Revenue ($ MM) |
|---|---|---|
| GOLDMAN SACHS ASSET MANAGEMENT | New York, NY | 100 |
| RAYMOND JAMES INVESTMENT MANAGEMENT | St Petersburg, FL | 39 |
| MERRILL LYNCH | New York, NY | 19 |
| SAFE HARBOR PUBLICATIONS | Southampton, NY | 17 |
| STIFEL FINANCIAL | St Louis, MO | 16 |
| CREDIT SUISSE ASSET MANAGEMENT | New York, NY | 12 |
| RBC CAPITAL MARKETS | New York, NY | 8 |
| BNP PARIBAS ASSET MANAGEMENT USA | New York, NY | 7 |
| MACQUARIE HOLDINGS USA | New York, NY | 7 |
| Company | Headquarters | Revenue ($ MM) |
|---|---|---|
| ROTH CAPITAL PARTNERS | Newport Beach, CA | 100 |
| TRILOGY FINANCIAL SERVICES | Irvine, CA | 98 |
| CANTERBURY PRIVATE INCOME FUND I | Newport Beach, CA | 52 |
| INDEX FUND ADVISORS | Irvine, CA | 48 |
| MISCHLER FINANCIAL GROUP | Corona Del Mar, CA | 45 |
| STRATCAP | Newport Beach, CA | 41 |
| Company | Revenue ($ MM) |
|---|---|
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