ROE INVESTMENT MANAGEMENT, LLC

Overview

ROE Investment Management, LLC operates as a limited liability company that functions primarily as a sponsor and general partner of pooled investment vehicles. The firm is SEC-registered (registration year listed as 2025) and is organized to manage alternative, pooled structures rather than act as a traditional multi-state adviser to retail clients. Its declared business activities identify it as a sponsor, GP and managing member of pooled vehicles, which points to a manager-centered model where capital is aggregated into one or more funds and investment decisions are executed at the fund level. The regulatory snapshot shows the adviser is not positioned as an active ESG investor, is not classified as a pension consultant or related adviser, and does not report a multi-state retail client base. That combination of attributes suggests the organization’s primary emphasis is fund management and private investment activity rather than broad-based advisory services to individual accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices