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MFWire: Roosevelt Investments
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Roosevelt Investment Group
317 Madison Avenue
Suite 1004
New York, NY  10017
Google Maps

Main Phone: 646-452-6700
Web Site: http://www.rooseveltinvestments.com/

Mutual Fund Brand(s)
Roosevelt Investments

Research Links
  • SEC Fund Filings by CIK

  • Background:
    Arthur Sheer founded Sheer Asset Managemet in 1990. In 2002, Sheer purchased Roosevelt Investment Group, which had been founded by President Theodore Roosevelt's cousin, J. James Roosevelt, in 1971. Sheer Asset Management then adopted the Roosevelt name.

    In July, 2010 the firm rebranded to Roosevelt Investments.

    Roosevelt is the advisor to the Roosevelt Multi Cap Fund.
    Sponsored Opportunities

    Key People:
    Arthur Sheer
    Chairman, CEO and CIO, Roosevelt Investments
    Adam Sheer
    President, Roosevelt Investments
    David Sheer
    CFO, Roosvelt Investments
    Jim Rogers
    President, The Roosevelt Investment Group
    Steven Weiss
    General Counsel, Chief Administrative Officer and Chief Compliance Officer, Roosevelt Investments
    David Chalfin
    Managing Director, Strategic Planning/Corporate Development, Roosevelt Investments
    Story Archive for Roosevelt Investment Group
    Published On Story Headline Publication
    11/30/2017 A New Entrant Leads the Under $1B AUM Pack MFWire.com
    9/13/2017 Filings For Fundsters - September 13, 2017 MFWire.com
    2/15/2017 A Deep Dive Into Fidelity's New Platform MFWire.com
    7/27/2010 A New York Asset Manager Rebrands MFWire.com
    3/29/2010 Hungry for Deals, Roosevelt Taps an M&A Point Man MFWire.com
    11/23/2009 31. Adam Sheer MFWire.com
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