ROOSEVELT MANAGEMENT COMPANY LLC

1540 Broadway, Suite 1500
New York, New York 10036
Tel: 212-938-4800

About ROOSEVELT MANAGEMENT COMPANY LLC

ROOSEVELT MANAGEMENT COMPANY LLC, formally registered with the SEC as ROOSEVELT MANAGEMENT COMPANY LLC. The firm was established in 03/30/2012. They have over 9 offices throughout the country.

ROOSEVELT MANAGEMENT COMPANY LLC is a New York, New York based Financial Planning firm with nearly $803,133,507 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 62 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	161605
SEC#	801-73754
Assets Managed by Firm	$803,133,507
No. of Clients	3
No. of Advisors	62

Fee Structure

A percentage of AUM
Fixed fees
Performance Based
Other (ASSET ACQUISITION FEE)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$803,133,507

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