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Roumell Asset Management
Roumell Asset Management is an asset management firm founded in 1998 in Chevy Chase, Maryland. It focuses on opportunistic value investing for long-term...
Roumell Asset Management
Roumell Asset Management is an asset management firm founded in 1998 in Chevy Chase, Maryland. It focuses on opportunistic value investing for long-term capital growth. The firm has made one investment, in TVCoins, as part of their Seed round on August 22, 2022.
General information
Firm type
RIA
Year founded
1995
Location
Region
North America
Country
United States
City
Bethesda
Corporate office
Bethesda, MD, United States
Principals
James Roumell
President and Portfolio Manager
Sector focus
Frequently asked questions
Who leads investment decisions at Roumell Asset Management?
James Roumell is the President and Portfolio Manager, directing all investment strategy and stock selection. The firm's concentrated portfolio approach mirrors his personal conviction philosophy (per public record, 2026).
How does Roumell Asset Management source investment ideas?
Roumell employs a bottom-up, fundamental research process, focusing on companies with low valuation multiples, strong balance sheets, and catalysts for value recognition. The firm does not rely on external deal flow or proprietary networks, instead using public filings, financial statements, and management meetings (per firm communications).
Does Roumell Asset Management take fund commitments or manage separately managed accounts?
The firm primarily manages separately managed accounts and a pooled investment vehicle, catering to high-net-worth individuals and institutions. It does not operate a hedge fund structure or engage in direct co-investments (per public record).
What investment stages does Roumell Asset Management typically target?
Roumell targets publicly traded small- and mid-cap equities, with a typical holding period of three to five years or longer. The firm avoids venture-stage or speculative investments (per public filings).
Which sectors does Roumell Asset Management explicitly avoid?
The firm has no stated avoidance of specific sectors, but its value bias naturally eschews high-growth, unprofitable companies in biotechnology, technology, and special situations. It tends to prefer industrial, financial, and energy sectors (per public filings).
How is Roumell Asset Management structured in terms of ownership?
The firm is a privately held registered investment advisor, with James Roumell as the principal owner. Ownership details are not publicly disclosed but the structure supports a single portfolio manager model (per public record).
Is Roumell Asset Management affiliated with any family office or larger institution?
No, the firm operates as an independent asset manager with no disclosed affiliation to a family office, bank, or larger institution. It functions as a standalone RIA (per public record).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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