ROOSEVELT MANAGEMENT COMPANY LLC

Overview

Roosevelt Management Company LLC is an SEC-registered investment adviser that, since 2012, has focused on institutional portfolio management. The firm serves a small number of institutional clients and uses a fee model that blends asset-based charges with performance-based compensation. Filings indicate the firm does not act as a capital allocator and does not position itself as an ESG-focused manager. Operationally, Roosevelt has affiliations across insurance and real estate activities and is identified as a sponsor, general partner, or managing member of pooled investment vehicles, which points to both advisory and active sponsorship roles in real estate structures.

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Location & Offices