ROOSEVELT INVESTMENT GROUP LLC info
ROOSEVELT INVESTMENT GROUP LLC (SEC CIK 1020617) first filed with the SEC on 1999-04-08 (Form 13F-HR) and has filed 98 times since, including 93 Form 13F-HR quarterly holdings reports. It is organized in DE and registered at 570 LEXINGTON AVE, SUITE 1800, NEW YORK, NY, 10022.
- Name: Value ROOSEVELT INVESTMENT GROUP LLC.
- SEC CIK: Value 1020617.
- State of organization: Value DE.
- Business address: Value 570 LEXINGTON AVE, SUITE 1800, NEW YORK, NY, 10022.
No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.
Firm
| Field | Value |
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| Name | ROOSEVELT INVESTMENT GROUP LLC |
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| SEC CIK | 1020617 |
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| State of organization | DE |
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| Business address | 570 LEXINGTON AVE, SUITE 1800, NEW YORK, NY, 10022 |
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| Mailing address | 570 LEXINGTON AVE, SUITE 1800, NEW YORK, NY, 10022 |
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| Phone | 6464526700 |
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| Fiscal year end | December 31 |
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| Former names | ROOSEVELT INVESTMENT GROUP INC (2002-08-08 to 2020-11-12); SHEER ASSET MANAGEMENT INC (2002-03-18 to 2002-05-15); SHEER ASSET MANAGEMENT (1999-04-08 to 2001-10-16) |
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SEC Filing History
| Field | Value |
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| First SEC filing | 1999-04-08 (Form 13F-HR) |
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| Latest SEC filing | 2022-10-19 (Form 13F-HR) |
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| Filings on EDGAR | 98 |
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| First Form 13F-HR | 1999-04-08 (quarter ended 1998-12-31) |
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| Latest Form 13F-HR | 2022-10-19 (quarter ended 2022-09-30) |
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| Form 13F-HR filings | 93 |
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Filings by Year
| Year | Filings | Form 13F-HR |
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| 2022 | 4 | 4 |
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| 2021 | 4 | 4 |
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| 2020 | 4 | 4 |
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| 2019 | 4 | 4 |
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| 2018 | 4 | 4 |
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| 2017 | 4 | 4 |
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| 2016 | 4 | 4 |
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| 2015 | 5 | 4 |
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| 2014 | 5 | 4 |
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| 2013 | 4 | 4 |
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| 2012 | 6 | 4 |
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| 2011 | 4 | 4 |
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| 2010 | 4 | 4 |
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| 2009 | 4 | 4 |
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| 2008 | 5 | 4 |
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| 2007 | 4 | 4 |
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| 2006 | 4 | 4 |
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| 2005 | 4 | 4 |
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| 2004 | 4 | 4 |
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| 2003 | 4 | 4 |
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| 2002 | 4 | 4 |
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| 2001 | 5 | 5 |
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| 2000 | 3 | 3 |
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| 1999 | 1 | 1 |
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