ROOT MANAGEMENT COMPANY LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
339505

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • LAUREN LEVITAN

    Co-founder & Co-CEOCRD 2013894

Contacts

3 of 4
  • Zachary Rufer

    PartnerCRD 8187318

  • Roger Blum

    Head of OperationsCRD 8187319

  • Kevin Polman

    PartnerCRD 6825135

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth