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Chief Legal Officer/chief Compliance Officer · Roosevelt Management Company LLC

Jonathan S Grebinar

CRD 7526160 · 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 Jonathan S Grebinar on its Form ADV as Chief Legal Officer/chief Compliance Officer, a control person.

Firms and roles

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Jonathan’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
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.