# Roppel Capital Management LLC

> 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.

- CRD: 310237
- Filed as: ROPPEL CAPITAL MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Park Ridge, IL
- Filing period: October 2026
- Form ADV filing dated: May 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310237
- AdvisorCensus page: https://advisorcensus.com/firm/roppel-capital-management-llc-park-ridge-il-310237

## Quick answers

**How is Roppel Capital Management LLC compensated?**
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.

**How much does Roppel Capital Management LLC charge?**
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.

**Where is Roppel Capital Management LLC located?**
Roppel Capital Management LLC's principal office is in Park Ridge, IL, according to its Form ADV.

**Is Roppel Capital Management LLC registered with the SEC or a state?**
Roppel Capital Management LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 310237.

**How much does Roppel Capital Management LLC manage?**
Roppel Capital Management LLC reports $231,463,747 in regulatory assets under management in its Form ADV filing dated May 12, 2026 (100% discretionary).

**What types of clients does Roppel Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Does Roppel Capital Management LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Asset-based fee: 2% of assets a year

> 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”).

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $231,463,747
- Discretionary: $231,463,747
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $231,463,747 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- Instagram @roppelreport
- TikTok @the.roppel.report
- X @RoppelReport
- X @Upticken

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | March 22, 2021 |
| October 2022 | Not reported | Not reported | February 2, 2022 |
| October 2023 | Not reported | Not reported | February 6, 2023 |
| October 2024 | Not reported | Not reported | February 14, 2024 |
| October 2025 | Not reported | Not reported | January 31, 2025 |
| October 2026 | $231,463,747 | 3 | May 12, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Roppel Capital Management LLC (CRD 310237): Form ADV filing data as of October 2026.