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Roosevelt Management Company LLC

● SEC registered since 2012CRD 161605SEC# 801-73754New York, NY
Export (members)
Reg. AUM
$451.7M
Employees
48
Accounts
3
Location
New York, NY

Roosevelt Management Company LLC assets under management

Roosevelt Management Company LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2012. It reports $451.7 million in regulatory assets under management and employs 48 people.

Roosevelt Management Company LLC owners & executives

6 reported
NameTitleOwnershipSince
Andrew Paul Rickert ControlChief Financial Officer/Enterprise Risk Officer/TreasurerUnder 5%2018
Jesse K Bray ControlCeo Of ParentUnder 5%2023
Jonathan S Grebinar ControlChief Legal Officer/Chief Compliance OfficerUnder 5%2023
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Frequently asked questions

How much does Roosevelt Management Company LLC manage?

Roosevelt Management Company LLC reports $451.7 million in regulatory assets under management on its Form ADV.

How many employees does Roosevelt Management Company LLC have?

Roosevelt Management Company LLC reports 48 employees.

Where is Roosevelt Management Company LLC located?

Roosevelt Management Company LLC is based in New York, NY and has been SEC-registered since 2012.

Does Roosevelt Management Company LLC disclose fund performance?

Roosevelt Management Company LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1540 Broadway, Suite 1500, New York, NY 10036
Phone212-938-4800
Office hours9 a.m. - 6 p.m. Est
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$451.7M
Total (RAUM)$451.7M