Context Capital Management LLC
Legal Name: CONTEXT CAPITAL MANAGEMENT LLC
Full Contact Details
Context Capital Management LLC
2223 AVENIDA DE LA PLAYA, SUITE 300, LA JOLLA, CA
858-481-3666
858-481-3667
Other Info
Context Capital Management LLC, a DE Limited Liability Company, is an SEC approved firm that provides investment advisory services to its 7 clients. This company has 5 employees, with 3 of them playing advisory roles. The firm was registered with the SEC on August 26, 2005 and continues to operate as a reliable financial management firm.
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About Us Team Philosophy Contact Investor Login CONTEXT CAPITAL MANAGEMENT Seeking Absolute Returns Through an Active, Integrated Approach Context Capital Management seeks to generate absolute returns through a hedged investment strategy focused primarily on convertible bonds and other capital struc…
Direct Owners
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CHARLES EDWARD CARNEGIE
MANAGING MEMBER AND PORTFOLIO MANAGER owns more than 25% but less than 50%
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MADISON BRITT ROSEN IRREVOCABLE TRUST
TRUST owns more than 5% but less than 10%
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MATTHEW TYLER ROSEN IRREVOCABLE TRUST
TRUST owns more than 5% but less than 10%
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MERRITT SHEILA ROSEN IRREVOCABLE TRUST
TRUST owns more than 5% but less than 10%
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MICHAEL STUART ROSEN
MANAGING MEMBER, CEO AND CCO owns less than 5%
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NANCY FERTIG FAMILY AMENDED AND RESTATED TRUST
TRUST owns more than 10% but less than 25%
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ROSEN FAMILY TRUST
TRUST owns more than 10% but less than 25%
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WILLIAM DAVID FERTIG
CHIEF INVESTMENT OFFICER, MANAGING MEMBER owns more than 10% but less than 25%
Indirect Owners
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FERTIG, WILLIAM
TRUSTEE
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MICHAEL STUART ROSEN; MARILYN SHEILA ROSEN
TRUSTEES
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ROSEN, MARILYN, SHEILA
TRUSTEE
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ROSEN, MARILYN, SHEILA
TRUSTEE
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ROSEN, MARILYN, SHEILA
TRUSTEE
Prime Brokers
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JEFFERIES LLC
United States