Roosevelt Management Company LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Roosevelt Management Company provides investment management and advisory services to pooled investment vehicles and funds that invest in mortgage servicing rights and related assets. Roosevelt leverages its experience in the U.S. residential mortgage market and relationships with mortgage industry participants to identify, acquire, and manage these investments. Roosevelt does not directly manage investments for individual investors.

Assets Under Management$450M
Clients3
AdvisorsN/A
Avg. per Client$150M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Roosevelt Management Company LLC | TrueAdvisor