Roosevelt Management Company LLC
● SEC registered since 2012CRD 161605SEC# 801-73754New York, NY
Reg. AUM
$52.4M
Employees
30
Accounts
2
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 $52.4 million in regulatory assets under management and employs 30 people.
Roosevelt Management Company LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Paul Rickert Control | Chief Financial Officer/Chief Risk Officer/Treasurer | Under 5% | 2018 |
| Atlantico LLC | Member, Class B | Over 75% | 2026 |
| Ignacio Munoz Control | Chief Operating Officer | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Roosevelt Management Company LLC manage?
Roosevelt Management Company LLC reports $52.4 million in regulatory assets under management on its Form ADV.
How many employees does Roosevelt Management Company LLC have?
Roosevelt Management Company LLC reports 30 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
| Address | 1540 Broadway, Suite 1500, New York, NY 10036 |
| Phone | 212-938-4800 |
| Office hours | 9 a.m. - 6 p.m. Est |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$52.4M▼ 88%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$52.4Mregulatory AUM
Discretionary $52.4M