Roosevelt Management Company LLC

RIASEC RegisteredEst. 2012

Total AUM

$52.4M

Discretionary

$52.4M

100% of AUM

Avg account

$26.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 161605
Registered since: March 30, 2012
Website: www.rooseveltmc.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Corporations / Businesses71.57%
Sovereign Wealth Funds28.43%
Services: Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Roosevelt Management Company LLC is a limited liability company registered with the SEC in 2012 that operates as an institutional registered investment adviser. The firm’s client base is institutional, and its advisory work centers on portfolio management for businesses and other institutional entities. Ownership is listed as a mix of a domestic entity and individual ownership. The firm charges asset-based fees and can assess performance-based fees, and it does not identify as an active ESG investor. Roosevelt is not registered as a multi-state adviser and does not report pension consulting as part of its services. Public filings also show industry affiliations that link the firm to insurance companies and real estate activities, including roles as a broker, sponsor, general partner, and managing member of pooled investment vehicles.