The Roosevelt Investment Group Revenue

Investment Management • Manhattan, New York, United States • 11-20 Employees

The Roosevelt Investment Group revenue & valuation

Annual revenue	$9,000,000
Revenue per employee	$693,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$28,800,000
Total funding	No funding

Key Contacts at The Roosevelt Investment Group

Michael Miranda

Director Of Marketing

Michael Maitner

Regional Director

Sven Hsia

Managing Director

Adam Sheer

Chief Executive Officer

Lale Kashan

Co-Owner

Company overview

Headquarters	570 Lexington Avenue, Suite 1800, NY, New York 10022, US
Phone number	+16464526700
Website	rooseveltinvestments.com
NAICS	5231
SIC	621
Keywords	Succession Planning, Wealth Management, Asset Management, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Wealth Planning, Funeral Services And Cemetery Trusts, Perpetual Care Trusts, Preneed Trusts, Endowment Care Trusts
Founded	1971
Employees	11-20
Socials

The Roosevelt Investment Group Email Formats

The Roosevelt Investment Group uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@rooseveltinvestments.com), used 60% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@rooseveltinvestments.com	60%
{last name}{last name}	doedoe@rooseveltinvestments.com	40%

About The Roosevelt Investment Group

The Roosevelt Investment Group, LLC is an advisory firm providing comprehensive investment management and financial planning services. In 1971 P. James Roosevelt of Oyster Bay, NY, a cousin of Theodore Roosevelt, founded the investment advisory firm P. James Roosevelt, Inc., which managed investment assets of individuals and endowments. The firm’s name was changed in 1993 to The Roosevelt Investment Group, Inc., which it retained in 2002 upon merging into Sheer Asset Management, Inc., an investment advisory firm founded by Arthur Sheer in 1990. In 2020, the firm’s name changed to The Roosevelt Investment Group, LLC, and it was acquired by CI US Holdings, Inc., a subsidiary of CI Financial Corp. Roosevelt Investments follows a long tradition of risk-conscious investing — we know preserving your wealth is just as important as growing it.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

C-Suite

Director

Entry

Employees by Department

The Roosevelt Investment Group has 2 employees across 1 departments.

Departments

Number of employees

Funding Data

The Roosevelt Investment Group has never raised funding before.

The Roosevelt Investment Group Tech Stack

Discover the technologies and tools that power The Roosevelt Investment Group's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Nginx

Reverse proxies

Microsoft 365

Frequently asked questions

The Roosevelt Investment Group is located in Manhattan, New York, US.

You can reach The Roosevelt Investment Group at +16464526700.

The Roosevelt Investment Group generates an estimated annual revenue of $9,000,000. This revenue figure reflects the company's market position and business performance in its industry.

The Roosevelt Investment Group has an estimated valuation of $28,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

The Roosevelt Investment Group was founded in 1971, making it 55 years old. The company has established itself as a significant player in its industry over this time.

The Roosevelt Investment Group has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.