Roosevelt Management Company LLC
Roosevelt Management Company LLC is an SEC-registered ria in New York, NY with $52.4M assets under management (AUM, regulatory AUM), -88% over one year. See who owns Roosevelt Management Company LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 161605, SEC 801-73754, data through 2026-06-02.
- AUM (assets under management / regulatory AUM)
- $52.4M (2026-06-02)
- Firm type
- Ria
- Location
- New York, NY
- Employees
- 30
- Clients
- 1
- CRD
- 161605
- Ownership
- TOLL, JEFFREY, BRIAN; XIE, JEFFREY, YIQUN; SMITH, TERRY, L; ROOSEVELT PARENT LLC; EDGELL, ANDREW
How much AUM does Roosevelt Management Company LLC have?
Roosevelt Management Company LLC reported $52.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-02).
Who owns Roosevelt Management Company LLC?
Disclosed owners and executives of Roosevelt Management Company LLC include TOLL, JEFFREY, BRIAN, XIE, JEFFREY, YIQUN, SMITH, TERRY, L, ROOSEVELT PARENT LLC, EDGELL, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.