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Roumell Asset Management

Roumell Asset Management is an investment advisor in Chevy Chase with $125.28M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
522145132
SEC advisor number
801-60837
FINRA CRD number
114057
AUM ?
$125.28M (as of 26 Mar 21)
Accounts
93 (as of 26 Mar 21)
Employees
3 (3 investment advisory or research)
Address
Roumell Asset Management
2 WISCONSIN CIR
SUITE 640
CHEVY CHASE
MD 20815
Office hours
Monday - Friday, 8:30 TO 5:30
Phone
301-656-8500
Owner Title From %Ownership
Roumell, James, Christopher President/portfolio Manager/managing Member 12/1998 > 75%
Lukin, Craig, L Chief Operating Officer/chief Compliance Officer/member 03/2007 10-25%
Crawford, Edward, Alexander Member 01/2013 5-10%

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
17 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$10.33M 1.96M 1.88M +4.1
$10.22M 2.89M 2.89M 0
Collplant Biotechnologies LT
$9.5M 563.03K 563.03K 0
$8.1M 1.56M 1.02M +52.7
$7.43M 500.24K 500.24K 0
$6.93M 171.2K NEW
$6.24M 704.52K 581.94K +21.1
$3.38M 865.4K NEW
$2.95M 938.38K 1.26M -25.4
$2.72M 1.1M NEW
$1.77M 1.01M 1.89M -46.6
$1.44M 82.1K 82.1K 0
$1.28M 347.52K 272.89K +27.3
$1.06M 1.15M 2.55M -54.8
$845K 240.8K NEW
$835K 1.41M 1.13M +24.8
$453K 16.8K 60.24K -72.1
200.49K EXIT
100K EXIT
881.84K EXIT
468.65K EXIT
41.36K EXIT
Holdings list only includes long positions. Only includes long positions.

Calendar

9 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings