ROOT MANAGEMENT COMPANY LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 339505
Firm profile
FINTRXOverview
Root Management Company LLC is a small, privately held investment adviser structured as a limited liability company and owned by an individual. The firm is not registered as a multi-state adviser and is not identified as an active ESG investor or a capital allocator. The primary public evidence of its activity is a single private fund vehicle, which suggests the business operates more as a manager of a small institutional/private fund rather than as a broad retail-focused registered investment adviser. The firm's classification is unclassified and there is no indication of a multi-product advisory platform. The operating profile points to a concentrated, owner-driven setup where decision-making and capital deployment are likely centralized within a compact management team.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1LAUREN LEVITAN
Co-founder & Co-CEOCRD 2013894
Contacts
3 of 4Zachary Rufer
PartnerCRD 8187318
Roger Blum
Head of OperationsCRD 8187319
Kevin Polman
PartnerCRD 6825135
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 169 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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