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Type	Result	AUM ($B)

Jefferson Asset Company II LP
Firm	Roosevelt Management Company LLC ✚
Fund #	805-9127918081
CIK #
Sale
Fund	Real Estate Fund
Phone
Address
Source	[IAPD]

Fund AUM and Sold ($M)

Fund Details
Director	Monticello GenPar LLC
Custodian	Wells Fargo Bank NA
Auditor	Grant Thornton
Marketer
Broker
Jurisdiction

Comparable Firms	State	AUM ($B)
Hidden Hills Wealth LLC ✚		0.1
Woodmont Advisory Group Inc ✚		0.1
Hatch Cove Capital LLC ✚		0.1
McLaughlin Asset Management Inc ✚		0.1
Metanoia Financial LLC ✚		0.1
Ramsey Hill Asset Management LLC ✚		0.1
Complete Wealth Management LLC ✚		0.1
Liberty Atlantic Advisors LLC ✚		0.1
Quantum Capital Investments Inc ✚		0.1
Tea & Taxes Company DBA Prosperitea Planning ✚		0.1

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