{
  "crd_number": 310237,
  "slug": "roppel-capital-management-llc-park-ridge-il-310237",
  "primary_business_name": "ROPPEL CAPITAL MANAGEMENT LLC",
  "legal_name": "ROPPEL CAPITAL MANAGEMENT LLC",
  "dbas": [],
  "city": "Park Ridge",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-04-27",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-05-12",
  "carried_forward": false,
  "raum_total": 231463747.0,
  "raum_discretionary": 231463747.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 231463747.0,
      "count": 3
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IL"
  ],
  "websites": [
    "https://instagram.com/roppelreport",
    "https://tiktok.com/@the.roppel.report",
    "https://x.com/RoppelReport",
    "https://x.com/Upticken"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310237",
  "city_as_filed": "PARK RIDGE",
  "url": "https://advisorcensus.com/firm/roppel-capital-management-llc-park-ridge-il-310237",
  "display_name": "Roppel Capital Management LLC",
  "summary": "Roppel Capital Management LLC is an SEC-registered investment advisory firm in Park Ridge, IL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 12, 2026.",
  "citation": "AdvisorCensus. Roppel Capital Management LLC (CRD 310237): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Roppel Capital Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Roppel Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "How much does Roppel Capital Management LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 states: Asset-based fee: 2% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Roppel Capital Management LLC located?",
      "a": "Roppel Capital Management LLC's principal office is in Park Ridge, IL, according to its Form ADV."
    },
    {
      "q": "Is Roppel Capital Management LLC registered with the SEC or a state?",
      "a": "Roppel Capital Management LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 310237."
    },
    {
      "q": "How much does Roppel Capital Management LLC manage?",
      "a": "Roppel Capital Management LLC reports $231,463,747 in regulatory assets under management in its Form ADV filing dated May 12, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Roppel Capital Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3)."
    },
    {
      "q": "Does Roppel Capital Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310237"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-03-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-02-02"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-02-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-02-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-01-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 231463747.0,
      "total_employees": 3,
      "filing_date": "2026-05-12"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": "2% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 2% of assets a year"
        ],
        "quotes": [
          "Generally, each Client pays Roppel Capital a fee equal to a percentage (typically 2% per annum) of the capital account balances of each Client as of the first day of each calendar quarter (the “Management Fee”)."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": null,
          "max": null,
          "rate_pct": 2.0
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Generally, each Client pays Roppel Capital a fee equal to a percentage (typically 2% per annum) of the capital account balances of each Client as of the first day of each calendar quarter (the “Management Fee”)."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/roppel-capital-management-llc-park-ridge-il-310237.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 231463747.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310237",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}