ROOSEVELT & CROSS, INCORPORATED

Overview

Roosevelt & Cross, Incorporated is a corporation-structured registered investment adviser with an SEC registration dating back to 1975. The firm is listed as individually owned and is recorded under an "unclassified" adviser type in the available snapshot. The FINTRX entry contains very limited firm-level detail: typical disclosures such as client segments, fee schedules, stated advisory activities and business lines are not provided in the source record. The snapshot flags the firm as not being a capital allocator and not identifying as an active ESG investor. It is also recorded as not a multi-state adviser, according to the dataset. Because public disclosures in the FINTRX extract are sparse, there is little visibility into the firm's target clients, service model, or how it sources and structures investments.

Investments & Alternatives

Location & Offices