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Building 2ROOSEVELT INVESTMENTS

Map pinNEW YORK, NY
Phone646-452-6700
NotebookSEC #801-38824
Total AUM
$2.7B
Employees
18
Clients
4,130

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 PARK AVE
SUITE 3100
NEW YORK
NY 10178
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
646-452-6700
Other Offices
2

ReceiptFinancials

Total AUM
$2.7B
Accounts
1,125
Discretionary
$2.5B
Accounts
1,112
Non-Discretionary
$199.3M
Accounts
13

ContactClients

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Individual Clients
3,680
AUM
$1.4B
HNW Individual Clients
122
AUM
$312.3M
Pension/Profit Sharing Plan Clients
44
AUM
$67M
Charitable Organization Clients
13
AUM
$26.7M
Insurance Company Clients
3
AUM
$156.7M
Corporation or Business Clients
268
AUM
$726.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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