Chief Operating Officer · Roosevelt Management Company LLC
Ignacio Munoz
CRD 4770204 · Named on Form ADV at one SEC-registered adviser
At a glance
Roosevelt Management Company LLC, an SEC-registered asset manager based in New York, NY with $52 million in regulatory assets, lists Ignacio Munoz on its Form ADV as Chief Operating Officer, a control person.
Firms and roles
- Roosevelt Management Company LLCChief Operating OfficerAsset manager · New York, NY · $52M in regulatory assets
AtlasMembers
Ignacio’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Andrew P. RickertChief Financial Officer/chief Risk Officer/treasurer, Roosevelt Management Company LLC
- Jonathan S GrebinarChief Legal Officer/chief Compliance Officer, Roosevelt Management Company LLC
- Jesse K BrayManager, Roosevelt Management Company LLC
- Kurt G JohnsonManager, Roosevelt Management Company LLC
- William BanfieldManager, Roosevelt Management Company LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ignacio’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.