Single Family OfficeRIA · CRD 119778SEC-Registered

Updated:

ROGER F. WOODMAN JR. & CO.

ROGER F. WOODMAN JR. & CO. is an SEC-registered investment adviser. The firm manages approximately $3 million in regulatory assets.

ROGER F. WOODMAN JR. & CO.

ROGER F. WOODMAN JR. & CO. is an SEC-registered investment adviser. The firm manages approximately $3 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Year founded

1994

AUM

Undisclosed

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Principals

Roger F. Woodman Jr.

Founder

Sector focus

Real EstatePrivate EquityHedge FundsInfrastructureEnergy Transition & Renewables

Frequently asked questions

Who founded ROGER F. WOODMAN JR. & CO.?

The firm was founded in 1994 by Roger F. Woodman Jr., a member of the family behind the Woodman's grocery chain in Wisconsin.

What is the source of wealth managed by the firm?

The wealth originates from the Woodman family's grocery business, Woodman's Markets, founded in the early 20th century and later sold. Proceeds were reinvested into a diversified family office structure (per public records).

What types of investments does the firm make?

The firm invests in real estate, private equity, hedge funds, infrastructure, and energy transition assets. It favors direct investments and co-investments with a long-term horizon.

Does the firm have a known investment focus on energy or renewables?

The firm includes energy transition and renewables in its sector scope, consistent with a broader interest in infrastructure and sustainable energy assets.

Is the firm active in fund commitments or direct deals?

The firm participates in both fund commitments and direct or co-investment opportunities, particularly in real estate and private equity.

Is there public information about the firm's investment team?

Very limited public information exists about the firm's team. It is known to operate with a small group of professionals, consistent with its single-family office structure.

What is the firm's geographic focus?

The firm's known investments are concentrated in North America, with real estate holdings in the Northeast and selective infrastructure projects across the United States.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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