The Roosevelt Investment Group LLC
- Assets, Funds, Holdings
| The Roosevelt Investment Group LLC
|
| CRD # | 107853 |
| SEC # | 801-38824 |
| CIK # | 0001020617 |
| AUM |
|
| Employees |
18 (33% Investors, 0% Brokers)
|
| Phone | 646-452-6700 |
| Address | 101 Park Ave
New York, NY 10178 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn]
|
|
Total AUM ($B)
|
|
|
| Holdings by Sector ($B) |
|
|
| AUM Breakdown |
Accounts |
AUM ($B) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
3,680
|
1.4 |
| (b) Individuals (high net worth individuals) |
122
|
0.3 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
44 |
0.1 |
| (h) Charitable organizations |
13 |
0.0 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
3 |
0.2 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
268 |
0.7 |
| (n) Other |
0 |
0.0 |
| Total |
1,125 |
2.7 |
| By Discretionary |
| Discretionary |
1,112 |
2.5 |
| Non-Discretionary |
13 |
0.2 |
| Total |
1,125 |
2.7 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.1 |
| United States Persons |
|
2.6 |
| Total |
1,125 |
2.7 |
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