Asset ManagerRIA · CRD 15407

Updated:

Roth Capital Partners

Roth Capital Partners is a state-registered investment adviser in Newport Beach, CA. It has 10 employees and 5 investment advisers. The firm focuses on...

Roth Capital Partners

Roth Capital Partners is a state-registered investment adviser in Newport Beach, CA. It has 10 employees and 5 investment advisers. The firm focuses on investment banking and research.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

City

Newport Beach

Corporate office

Newport Beach, CA, United States

Additional offices

San Diego · Brentwood · San Francisco · Menlo Park · Jackson · Seattle · Palo Alto

Sector focus

HealthcareTechnologyConsumerEnergyFinancial Services

Frequently asked questions

Who runs investment decisions at Roth Capital Partners?

The firm is led by a senior management team that includes a CEO and heads of investment banking, equity capital markets, and asset management. Roth's leadership has not published individual names in public filings outside of regulatory disclosures, so specific principals are not cited here.

How does Roth source proprietary deal flow?

Roth's investment banking division originates deal flow through long-term relationships with emerging growth companies, many of which it has taken public. The firm's equity research and sales coverage of small- and mid-cap stocks also generate proprietary views on companies before they reach broader market coverage.

Which sectors does Roth focus on?

Roth covers healthcare (biotechnology, pharmaceuticals, medical devices), technology (software, hardware), consumer, energy, and financial services. Healthcare has historically been a significant portion of its underwriting, reflecting the firm's deep institutional relationships in life sciences.

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