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Makefield Capital Management, LLC (Center Valley)


Makefield Capital Management, LLC is an investment adviser to an investment company based in Center Valley. It manages $10.91 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Pennsylvania.

Makefield Capital Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Makefield Capital Management: assets under management

The assets under management (AUM) of Makefield Capital Management, LLC is $10.91 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $10.91 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.91 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Makefield Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Jeffrey Thomas Roseme Trustee 1 May 2006 75% - 100% 5592609
Stephen John Roseme Trustee 1 Aug 2007 75% - 100% 1961169
Emmett Barry Beard Managing member 1 Dec 2010 75% - 100% 1244296

Based in Center Valley

The principal office where Makefield Capital Management, LLC performs its advisory services is located at 4647 Saucon Creek Road, Center Valley, PA 18034, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 888-546-3922 or by fax 610-366-3990. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.


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