Roosevelt Management Company LLC
SEC RegisteredAbout the firm
Founded in 2008, Roosevelt is an SEC registered investment advisor specializing in US residential mortgage assets, including mortgage servicing rights, whole loans and asset backed securities on behalf of institutional investors globally.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Tailored asset management services specializing in US residential mortgage assets, including mortgage servicing rights, whole loans and asset backed securities
Who they serve
Institutional investors globally
| Client segment | Clients | Assets managed |
|---|---|---|
| Corporations | 1 | $15M |
Leadership
Office locations
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Roosevelt Management Company LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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