Roosevelt Management Company LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 30, 2026, reports $52M in regulatory assets under management, 30 employees, 8 offices, and 2 accounts.
Assets Under Management
$52M
Employees
30
Offices
8 offices
Total Clients
<5
Primary office
NEW YORK, NY
1540 BROADWAY, SUITE 1500, NEW YORK, NY, United States
Top client segmentSovereign Wealth represent 50.0% of total clients.
Top client categories% of clientsClients
1
Sovereign Wealth
50.0%
1
2
Corporations
50.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$52Mas of March 30, 2026
Discretionary100.0%
$52M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$52M
Total Accounts2
10Y AUM Change$-2.5B (-97.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees30
Clients per Employee0:1
10Y Employee Change-30 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.