RWWM, INC.

https://www.linkedin.com/in/rexroseman/ • ROCKLIN, CA • Investment Advisor • Hedge Fund
Download 13F Summary
Create Email Alert

Subscription Required

Equal-WT
WhaleScore 2.0 ?

80

S&P 500
WhaleScore ?

Subscription Required

Original
WhaleScore ?

Rwwm is based out of Rocklin. Rwwm is a hedge fund with 496 clients and discretionary assets under management (AUM) of $986,399,155 (Form ADV from 2023-05-02). Their last reported 13F filing for Q2 2023 included $777,102,994 in managed 13F securities and a top 10 holdings concentration of 99.25%. Rwwm's largest holding is Alibaba Group Holding Ltd ADR with shares held of 2,424,716. Rwwm has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 47 13F filings, and 22 13G filings

06/30/2023

13F Activity

  • Market Value $777.103 Million
  • Prior Market Value $772.328 Million
  • New Purchases2 stocks
  • Additional Purchases6 stocks
  • Sold out of0 stocks
  • Reduced holdings in5 stocks
  • Top 10 Holdings % 99.25 %
  • Turnover % [1]:12.50%
  • Turnover Alt % [2]: 0.38 %
  • Time Held Top20:20.69 quarters
  • Time Held Top10:22.60 quarters
  • Time Held All:20.69 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2023

13F Sector Allocation Over Time

Fund Metrics

You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for RWWM, INC.

Portfolio Analysis

Classifications:

Q2 2023:

  • Subscription Required
  • Subscription Required
  • Subscription Required

Consistent Across Past 12 Quarters:

  • Subscription Required
Type of 13F Disclosure 13F Holdings Report
% of holdings ETF 0.0
% of top 20 holdings the same as top 20 most commonly held by all managers 20.0%
ALL HOLDINGS TOP-20 HOLDINGS
min max mean median min max mean median
Market Cap Premium subscription required
Time Held (# of quarters) Premium subscription required
Stock BETA (1-yr) Premium subscription required
Price/Earnings Premium subscription required
Dividend Yield Premium subscription required
Earnings Per Share Premium subscription required
Piotroski Score Premium subscription required
Book Value Per Share Premium subscription required
Price to Book Premium subscription required
Tangible Book Value Per Share Premium subscription required
Rev. Growth Premium subscription required
EPS Growth Premium subscription required
Current Ratio Premium subscription required
Quick Ratio Premium subscription required
Enterprise Value Premium subscription required
Debt to Equity Premium subscription required
Price to Sales Premium subscription required
Altman Z-Score Premium subscription required
Sector Allocation 0.04% (CONSUMER DISCRETIONARY) 37.312% (COMMUNICATIONS) 12.5% 7.268% 0.04% (CONSUMER DISCRETIONARY) 37.312% (COMMUNICATIONS) 12.5% 7.268%

Risk/Reward Analysis

Portfolio Market Cap Analysis

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-08-14

Performance for Q2 2023: 9.22%
Performance Last 4 Quarters: 23.71%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required
Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Click to See Additional Filters

Security Types:

Refresh
*Shares are split adjusted

View Last Form Adv Compilation Report on Record

ROSEMAN WAGNER WEALTH MANAGEMENT
Classified as Hedge Fund
4970 ROCKLIN ROAD SUITE 200
ROCKLIN CA    95677
Country: United States
Business Phone: (916) 652-1525
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: CA
Number of employees: 8
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 51,608,500
Total Number of Clients: 496
Amount of client funds and securities by related persons: 107,400,000
Total Number of clients from related persons: 1
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Insider Transactions in the past year

Loading...

RWWM, INC.

ownership team - last updated 2023-05-02
Name Title Start Date Direct/Indirect % Ownership
WAGNER, AARON, JOHN PRESIDENT & CHIEF COMPLIANCE OFFICER 09/01/2008 Direct 25 - 50%
max of 20 shown
Fund Name Position direct/indirect start date end date
RWWM, INC. PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2008-09-01
TGR 2022 IRREVOCABLE TRUST DTD. 12/15/22 MEMBER 12/01/2022 Direct 25 - 50%
max of 20 shown
Fund Name Position direct/indirect start date end date
RWWM, INC. MEMBER direct 2022-12-01
THE ROSEMAN FAMILY TRUST - TARA GAYE ROSEMAN SEPARATE PROPERTY TRUST MEMBER 12/01/2022 Direct 25 - 50%
max of 20 shown
Fund Name Position direct/indirect start date end date
FINANCIAL ADVISORY SERVICE INC SHAREHOLDER direct 1983-02-01
AMERVEST COMPANY, INC. CCO / MANAGING DIRECTOR direct 1983-01-01
JOHNSTON, LEMON & CO. INC. CHAIRMAN direct 1973-10-01
TRIAD INVESTMENT ADVISORS CORP PRESIDENT direct 1972-10-01
SULLIVAN,MORRISSEY & MICKLE CAPITAL MANAGEMENT CORP. CHAIRMAN, DIRECTOR, CHIEF COMPLIANCE OFFICER direct 1978-08-01
SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP. VICE CHAIRMAN, DIRECTOR direct 1978-11-01
FARALDI & PORRO INC PRESIDENT direct 1981-06-01
MYERSON VAN DEN BERG & CO TRUST OWNS ALL THE STOCK direct 1975-01-01
CITY SECURITIES CORPORATION DIRECTOR direct 1998-11-01
CAROL GRANT DESMOND OWNER direct 1982-12-01
GREAT SOUTHERN CAPITAL MANAGEMENT, INC. TREASURER direct 1977-06-01
SIRIUS PARTNERS, L.P. SHAREHOLDER indirect 1983-01-01
CORNERSTONE ADVISORS, LLC OWNER indirect 1982-08-01
STANLEY D J & CO INC PRESIDENT & CEO, CFO, COO, CLO,CCO direct 1976-05-01
LEGACY PARTNERS INVESTMENT MANAGEMENT SERVICES,LLC MEMBER indirect 1968-06-01
HOLDEN TOLBERT & CO INC SECRETARY, TREASURER direct 1967-05-01
HOLDEN TOLBERT & CO INC PRESIDENT direct 1967-05-01
BOBERSKI & CO PRESIDENT direct 1966-01-01
MOORS & CABOT INVESTOR SERVICES INC PARENT indirect 1978-08-01
SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP. TREASURER, FINOP direct 1978-08-01
ROSEMAN, SCOTT, PATRICK TRUSTEE TGR 2022 IRREVOCABLE TRUST DTD. 12/15/22 12/01/2022 Indirect Other
max of 20 shown
Fund Name Position direct/indirect start date end date
RWWM, INC. CHAIRMAN & SENIOR PORTFOLIO MANAGER direct 2008-09-01
ROSEMAN, TARA, GAYE TRUSTEE THE ROSEMAN FAMILY TRUST - TARA GAYE ROSEMAN SEPARATE PROPERTY TRUST 12/01/2022 Indirect Other
max of 20 shown
Fund Name Position direct/indirect start date end date
FINANCIAL ADVISORY SERVICE INC SHAREHOLDER direct 1983-02-01
AMERVEST COMPANY, INC. CCO / MANAGING DIRECTOR direct 1983-01-01
JOHNSTON, LEMON & CO. INC. CHAIRMAN direct 1973-10-01
TRIAD INVESTMENT ADVISORS CORP PRESIDENT direct 1972-10-01
SULLIVAN,MORRISSEY & MICKLE CAPITAL MANAGEMENT CORP. CHAIRMAN, DIRECTOR, CHIEF COMPLIANCE OFFICER direct 1978-08-01
SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP. VICE CHAIRMAN, DIRECTOR direct 1978-11-01
FARALDI & PORRO INC PRESIDENT direct 1981-06-01
MYERSON VAN DEN BERG & CO TRUST OWNS ALL THE STOCK direct 1975-01-01
CITY SECURITIES CORPORATION DIRECTOR direct 1998-11-01
CAROL GRANT DESMOND OWNER direct 1982-12-01
GREAT SOUTHERN CAPITAL MANAGEMENT, INC. TREASURER direct 1977-06-01
SIRIUS PARTNERS, L.P. SHAREHOLDER indirect 1983-01-01
CORNERSTONE ADVISORS, LLC OWNER indirect 1982-08-01
STANLEY D J & CO INC PRESIDENT & CEO, CFO, COO, CLO,CCO direct 1976-05-01
LEGACY PARTNERS INVESTMENT MANAGEMENT SERVICES,LLC MEMBER indirect 1968-06-01
HOLDEN TOLBERT & CO INC SECRETARY, TREASURER direct 1967-05-01
HOLDEN TOLBERT & CO INC PRESIDENT direct 1967-05-01
BOBERSKI & CO PRESIDENT direct 1966-01-01
MOORS & CABOT INVESTOR SERVICES INC PARENT indirect 1978-08-01
SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP. TREASURER, FINOP direct 1978-08-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ROSEMAN WAGNER PARTNERS, L.P. United States 805-7440887707 Hedge Fund 107,399,535 0

RWWM, INC.

ownership team - last updated 2023-03-30
Name Title Start Date Direct/Indirect % Ownership
WAGNER, AARON, JOHN PRESIDENT & CHIEF COMPLIANCE OFFICER 09/01/2008 Direct 25 - 50%
max of 20 shown
Fund Name Position direct/indirect start date end date
RWWM, INC. PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2008-09-01
TGR 2022 IRREVOCABLE TRUST DTD. 12/15/22 MEMBER 12/01/2022 Direct 25 - 50%
max of 20 shown
Fund Name Position direct/indirect start date end date
RWWM, INC. MEMBER direct 2022-12-01
THE ROSEMAN FAMILY TRUST - TARA SEPARATE PROPERTY TRUST MEMBER 12/01/2022 Direct 25 - 50%
max of 20 shown
Fund Name Position direct/indirect start date end date
FINANCIAL ADVISORY SERVICE INC SHAREHOLDER direct 1983-02-01
AMERVEST COMPANY, INC. CCO / MANAGING DIRECTOR direct 1983-01-01
JOHNSTON, LEMON & CO. INC. CHAIRMAN direct 1973-10-01
TRIAD INVESTMENT ADVISORS CORP PRESIDENT direct 1972-10-01
SULLIVAN,MORRISSEY & MICKLE CAPITAL MANAGEMENT CORP. CHAIRMAN, DIRECTOR, CHIEF COMPLIANCE OFFICER direct 1978-08-01
SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP. VICE CHAIRMAN, DIRECTOR direct 1978-11-01
FARALDI & PORRO INC PRESIDENT direct 1981-06-01
MYERSON VAN DEN BERG & CO TRUST OWNS ALL THE STOCK direct 1975-01-01
CITY SECURITIES CORPORATION DIRECTOR direct 1998-11-01
CAROL GRANT DESMOND OWNER direct 1982-12-01
GREAT SOUTHERN CAPITAL MANAGEMENT, INC. TREASURER direct 1977-06-01
SIRIUS PARTNERS, L.P. SHAREHOLDER indirect 1983-01-01
CORNERSTONE ADVISORS, LLC OWNER indirect 1982-08-01
STANLEY D J & CO INC PRESIDENT & CEO, CFO, COO, CLO,CCO direct 1976-05-01
LEGACY PARTNERS INVESTMENT MANAGEMENT SERVICES,LLC MEMBER indirect 1968-06-01
HOLDEN TOLBERT & CO INC SECRETARY, TREASURER direct 1967-05-01
HOLDEN TOLBERT & CO INC PRESIDENT direct 1967-05-01
BOBERSKI & CO PRESIDENT direct 1966-01-01
MOORS & CABOT INVESTOR SERVICES INC PARENT indirect 1978-08-01
SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP. TREASURER, FINOP direct 1978-08-01
ROSEMAN, SCOTT, PATRICK TRUSTEE TGR 2022 IRREVOCABLE TRUST DTD. 12/15/22 12/01/2022 Indirect Other
max of 20 shown
Fund Name Position direct/indirect start date end date
RWWM, INC. CHAIRMAN & SENIOR PORTFOLIO MANAGER direct 2008-09-01
ROSEMAN, TARA G TRUSTEE THE ROSEMAN FAMILY TRUST - TARA SEPARATE PROPERTY TRUST 12/01/2022 Indirect Other
max of 20 shown
Fund Name Position direct/indirect start date end date
FINANCIAL ADVISORY SERVICE INC SHAREHOLDER direct 1983-02-01
AMERVEST COMPANY, INC. CCO / MANAGING DIRECTOR direct 1983-01-01
JOHNSTON, LEMON & CO. INC. CHAIRMAN direct 1973-10-01
TRIAD INVESTMENT ADVISORS CORP PRESIDENT direct 1972-10-01
SULLIVAN,MORRISSEY & MICKLE CAPITAL MANAGEMENT CORP. CHAIRMAN, DIRECTOR, CHIEF COMPLIANCE OFFICER direct 1978-08-01
SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP. VICE CHAIRMAN, DIRECTOR direct 1978-11-01
FARALDI & PORRO INC PRESIDENT direct 1981-06-01
MYERSON VAN DEN BERG & CO TRUST OWNS ALL THE STOCK direct 1975-01-01
CITY SECURITIES CORPORATION DIRECTOR direct 1998-11-01
CAROL GRANT DESMOND OWNER direct 1982-12-01
GREAT SOUTHERN CAPITAL MANAGEMENT, INC. TREASURER direct 1977-06-01
SIRIUS PARTNERS, L.P. SHAREHOLDER indirect 1983-01-01
CORNERSTONE ADVISORS, LLC OWNER indirect 1982-08-01
STANLEY D J & CO INC PRESIDENT & CEO, CFO, COO, CLO,CCO direct 1976-05-01
LEGACY PARTNERS INVESTMENT MANAGEMENT SERVICES,LLC MEMBER indirect 1968-06-01
HOLDEN TOLBERT & CO INC SECRETARY, TREASURER direct 1967-05-01
HOLDEN TOLBERT & CO INC PRESIDENT direct 1967-05-01
BOBERSKI & CO PRESIDENT direct 1966-01-01
MOORS & CABOT INVESTOR SERVICES INC PARENT indirect 1978-08-01
SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP. TREASURER, FINOP direct 1978-08-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ROSEMAN WAGNER PARTNERS, L.P. United States 805-7440887707 Hedge Fund 107,399,535 0

RWWM, INC.

ownership team - last updated 2022-04-26
Name Title Start Date Direct/Indirect % Ownership
WAGNER, AARON, JOHN PRESIDENT & CHIEF COMPLIANCE OFFICER 09/01/2008 Direct 25 - 50%
max of 20 shown
Fund Name Position direct/indirect start date end date
RWWM, INC. PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2008-09-01
THE ROSEMAN FAMILY TRUST MEMBER 05/01/2019 Direct 75% or more
max of 20 shown
Fund Name Position direct/indirect start date end date
FINANCIAL ADVISORY SERVICE INC SHAREHOLDER direct 1983-02-01
AMERVEST COMPANY, INC. CCO / MANAGING DIRECTOR direct 1983-01-01
JOHNSTON, LEMON & CO. INC. CHAIRMAN direct 1973-10-01
TRIAD INVESTMENT ADVISORS CORP PRESIDENT direct 1972-10-01
SULLIVAN,MORRISSEY & MICKLE CAPITAL MANAGEMENT CORP. CHAIRMAN, DIRECTOR, CHIEF COMPLIANCE OFFICER direct 1978-08-01
SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP. VICE CHAIRMAN, DIRECTOR direct 1978-11-01
FARALDI & PORRO INC PRESIDENT direct 1981-06-01
MYERSON VAN DEN BERG & CO TRUST OWNS ALL THE STOCK direct 1975-01-01
CITY SECURITIES CORPORATION DIRECTOR direct 1998-11-01
CAROL GRANT DESMOND OWNER direct 1982-12-01
GREAT SOUTHERN CAPITAL MANAGEMENT, INC. TREASURER direct 1977-06-01
SIRIUS PARTNERS, L.P. SHAREHOLDER indirect 1983-01-01
CORNERSTONE ADVISORS, LLC OWNER indirect 1982-08-01
STANLEY D J & CO INC PRESIDENT & CEO, CFO, COO, CLO,CCO direct 1976-05-01
LEGACY PARTNERS INVESTMENT MANAGEMENT SERVICES,LLC MEMBER indirect 1968-06-01
HOLDEN TOLBERT & CO INC SECRETARY, TREASURER direct 1967-05-01
HOLDEN TOLBERT & CO INC PRESIDENT direct 1967-05-01
BOBERSKI & CO PRESIDENT direct 1966-01-01
MOORS & CABOT INVESTOR SERVICES INC PARENT indirect 1978-08-01
SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP. TREASURER, FINOP direct 1978-08-01
ROSEMAN, SCOTT, PATRICK TRUSTEE THE ROSEMAN FAMILY TRUST 05/01/2019 Indirect Other
max of 20 shown
Fund Name Position direct/indirect start date end date
RWWM, INC. CHAIRMAN & SENIOR PORTFOLIO MANAGER direct 2008-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ROSEMAN WAGNER PARTNERS, L.P. United States 805-7440887707 Hedge Fund 106,953,712 0

RWWM, INC.

ownership team - last updated 2022-03-30
Name Title Start Date Direct/Indirect % Ownership
WAGNER, AARON, JOHN PRESIDENT & CHIEF COMPLIANCE OFFICER 09/01/2008 Direct 25 - 50%
max of 20 shown
Fund Name Position direct/indirect start date end date
RWWM, INC. PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2008-09-01
THE ROSEMAN FAMILY TRUST MEMBER 05/01/2019 Direct 75% or more
max of 20 shown
Fund Name Position direct/indirect start date end date
FINANCIAL ADVISORY SERVICE INC SHAREHOLDER direct 1983-02-01
AMERVEST COMPANY, INC. CCO / MANAGING DIRECTOR direct 1983-01-01
JOHNSTON, LEMON & CO. INC. CHAIRMAN direct 1973-10-01
TRIAD INVESTMENT ADVISORS CORP PRESIDENT direct 1972-10-01
SULLIVAN,MORRISSEY & MICKLE CAPITAL MANAGEMENT CORP. CHAIRMAN, DIRECTOR, CHIEF COMPLIANCE OFFICER direct 1978-08-01
SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP. VICE CHAIRMAN, DIRECTOR direct 1978-11-01
FARALDI & PORRO INC PRESIDENT direct 1981-06-01
MYERSON VAN DEN BERG & CO TRUST OWNS ALL THE STOCK direct 1975-01-01
CITY SECURITIES CORPORATION DIRECTOR direct 1998-11-01
CAROL GRANT DESMOND OWNER direct 1982-12-01
GREAT SOUTHERN CAPITAL MANAGEMENT, INC. TREASURER direct 1977-06-01
SIRIUS PARTNERS, L.P. SHAREHOLDER indirect 1983-01-01
CORNERSTONE ADVISORS, LLC OWNER indirect 1982-08-01
STANLEY D J & CO INC PRESIDENT & CEO, CFO, COO, CLO,CCO direct 1976-05-01
LEGACY PARTNERS INVESTMENT MANAGEMENT SERVICES,LLC MEMBER indirect 1968-06-01
HOLDEN TOLBERT & CO INC SECRETARY, TREASURER direct 1967-05-01
HOLDEN TOLBERT & CO INC PRESIDENT direct 1967-05-01
BOBERSKI & CO PRESIDENT direct 1966-01-01
MOORS & CABOT INVESTOR SERVICES INC PARENT indirect 1978-08-01
SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP. TREASURER, FINOP direct 1978-08-01
ROSEMAN, SCOTT, PATRICK TRUSTEE THE ROSEMAN FAMILY TRUST 05/01/2019 Indirect Other
max of 20 shown
Fund Name Position direct/indirect start date end date
RWWM, INC. CHAIRMAN & SENIOR PORTFOLIO MANAGER direct 2008-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ROSEMAN WAGNER PARTNERS, L.P. United States 805-7440887707 Hedge Fund 106,953,712 0

RWWM, INC.

ownership team - last updated 2021-12-01
Name Title Start Date Direct/Indirect % Ownership
WAGNER, AARON, JOHN PRESIDENT & CHIEF COMPLIANCE OFFICER 09/01/2008 Direct 25 - 50%
max of 20 shown
Fund Name Position direct/indirect start date end date
RWWM, INC. PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2008-09-01
THE ROSEMAN FAMILY TRUST MEMBER 05/01/2019 Direct 75% or more
max of 20 shown
Fund Name Position direct/indirect start date end date
FINANCIAL ADVISORY SERVICE INC SHAREHOLDER direct 1983-02-01
AMERVEST COMPANY, INC. CCO / MANAGING DIRECTOR direct 1983-01-01
JOHNSTON, LEMON & CO. INC. CHAIRMAN direct 1973-10-01
TRIAD INVESTMENT ADVISORS CORP PRESIDENT direct 1972-10-01
SULLIVAN,MORRISSEY & MICKLE CAPITAL MANAGEMENT CORP. CHAIRMAN, DIRECTOR, CHIEF COMPLIANCE OFFICER direct 1978-08-01
SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP. VICE CHAIRMAN, DIRECTOR direct 1978-11-01
FARALDI & PORRO INC PRESIDENT direct 1981-06-01
MYERSON VAN DEN BERG & CO TRUST OWNS ALL THE STOCK direct 1975-01-01
CITY SECURITIES CORPORATION DIRECTOR direct 1998-11-01
CAROL GRANT DESMOND OWNER direct 1982-12-01
GREAT SOUTHERN CAPITAL MANAGEMENT, INC. TREASURER direct 1977-06-01
SIRIUS PARTNERS, L.P. SHAREHOLDER indirect 1983-01-01
CORNERSTONE ADVISORS, LLC OWNER indirect 1982-08-01
STANLEY D J & CO INC PRESIDENT & CEO, CFO, COO, CLO,CCO direct 1976-05-01
LEGACY PARTNERS INVESTMENT MANAGEMENT SERVICES,LLC MEMBER indirect 1968-06-01
HOLDEN TOLBERT & CO INC SECRETARY, TREASURER direct 1967-05-01
HOLDEN TOLBERT & CO INC PRESIDENT direct 1967-05-01
BOBERSKI & CO PRESIDENT direct 1966-01-01
MOORS & CABOT INVESTOR SERVICES INC PARENT indirect 1978-08-01
SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP. TREASURER, FINOP direct 1978-08-01
ROSEMAN, SCOTT, PATRICK TRUSTEE THE ROSEMAN FAMILY TRUST 05/01/2019 Indirect Other
max of 20 shown
Fund Name Position direct/indirect start date end date
RWWM, INC. CHAIRMAN & SENIOR PORTFOLIO MANAGER direct 2008-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ROSEMAN WAGNER PARTNERS, L.P. United States 805-7440887707 Hedge Fund 106,953,712 0

WhaleScore history for RWWM, INC.

You must have a subscription to view WhaleScore histories

WhaleWisdom Logo

Elevate your investments