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ROOSEVELT MANAGEMENT COMPANY LLC

CRD 161605 · SEC 801-73754

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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1540 BROADWAY, SUITE 1500, NEW YORK, NY, 10036, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$52.4M

Discretionary AUM

$52.4M

Team

30 total employees; 30 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-06-02

Disciplinary history

No

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Services

Portfolio management (institutions)

Client types

TypeClientsAUM
Sovereign wealth funds1$14.9M
Corporations/business entities1$37.5M

All web addresses on file

Official SEC filing: View on IAPD