Key facts
- Status: Acquired/Merged.
- ·Watchlist + deal alerts for Roosevelt Investment
- ·The full record, as it builds
Funding rounds
No funding rounds for Roosevelt Investment are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Roosevelt Investment
Provider of investment strategy services intended to offer comprehensive investment management and financial planning services. The company offers proprietary domestic equity, fixed income, financial planning, individual wealth management, investment services, and balanced investment strategy services to individual and institutional clients.
- Sector
- Financial Services
- HQ
- New York, NY, United States
- Employees
- 29
- Website
- rooseveltinvestments.com/
- Ownership
- Acquired/Merged
Roosevelt Investment doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Roosevelt Investment shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Roosevelt Investment in its N-PORT filings yet. We sweep new filings monthly.