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Roosevelt Investment

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Co-CEO

David Sheer

CEO Approval Rating

- -/100

Est. Annual Revenue
$9M
Est. Employees
48
Sector

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ROOSEVELT INVESTMENT TOP COMPETITORS OR ALTERNATIVES

RANK

COMPANY

CEO

CEO RATING

EMPLOYEES

FUNDING

REVENUE

David Sheer

Co-CEO

- -
48
$350K
$9M
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1

Adam T. Elegant

Managing Director

88/100
60
- -
$35.8M
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2

Robert J. Francais

Co-Founder & CEO

84/100
200
$41.5M
$110M
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3

Neil J. Hennessy

Chairman & CEO

88/100
19
- -
$30M
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4

CEO

- -
86
- -
$16.4M
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5

CEO

- -
36
- -
$8.6M
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6

CEO

- -
- -
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Missing a competitor? Contribute!

Baker Street Advisors is the biggest rival of Roosevelt Investment. Baker Street Advisors is headquartered in San Francisco, California, and was founded in 2003. Baker Street Advisors is in the Diversified Financial Services field. Baker Street Advisors generates 397% the revenue of Roosevelt Investment.

Roosevelt Investment Acquisitions

COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
Value Architects Asset Management, LLC

Oct 2018

Source »
undisclosed
Value Architects is an asset management firm that provides financial planning services to institutions and investors.

These are all the companies that Roosevelt Investment has acquired. Roosevelt Investment's latest acquisition was Value Architects Asset Management, LLC in Oct 2018. Value Architects is an asset management firm that provides financial planning services to institutions and investors.

Roosevelt Investment Funding History

Since Roosevelt Investment was founded in 1971, it has participated in 1 round of funding. In total Roosevelt Investment has raised $350.0K. Roosevelt Investment's funding round was on Apr 2020 for a total of $350.0K

ROUND

FUNDING DATE

AMOUNT

INVESTORS

Debt - PPP (CARES Act)
Apr 2020
$350K - $1M

U.S. Small Business Administration.

Since Roosevelt Investment was founded in 1971, it has participated in 1 round of funding. In total Roosevelt Investment has raised $350.0K. Roosevelt Investment's funding round was on Apr 2020 for a total of $350.0K

Roosevelt Investment Investments

No recent investments found related to Roosevelt Investment

Roosevelt Investment News

Roosevelt Investment Press Releases

Roosevelt Investment Videos

June 17, 2020Roosevelt Investment Youtube Channel

"May 2020 Commentary" on YOUTUBE

May 7, 2020Roosevelt Investment Youtube Channel

"Thank You to All Final Responders" on YOUTUBE

Social Media

Roosevelt Investment Headquarters

570 Lexington Avenue Suite 1800

New York, New York10022

646-452-6742

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Roosevelt Investment Summary

ABOUT

Overview

Roosevelt Investment operates as an investment advisory firm that manages equities and fixed income portfolios for corporate organizations. Roosevelt Investment was founded in 1971. Roosevelt Investment's headquarters is located in New York, New York,...

Frequently Asked Questions about Roosevelt Investment

  1. When was Roosevelt Investment founded?

    Roosevelt Investment was founded in 1971
  2. Who is Roosevelt Investment's CEO?

    Roosevelt Investment's CEO is David Sheer
  3. How much revenue does Roosevelt Investment generate?

    Roosevelt Investment generates $9M in revenue
  4. How much funding does Roosevelt Investment have?

    Roosevelt Investment has historically raised $350K in funding
  1. Where is Roosevelt Investment's headquarters?

    Roosevelt Investment's headquarters is in New York New York, USA
  2. How many employees does Roosevelt Investment have?

    Roosevelt Investment has 48 employees
  3. Who are Roosevelt Investment's competitors?

    Roosevelt Investment's top competitors are Baker Street Advisors, Aspiriant, Hennessy Advisors