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Roosevelt Family Office Overview

Type

Single Family Office

General Information

Roosevelt Family Office is a single-family office headquartered in Chicago. The firm manages and preserves the financial interests of its founding family, focusing on long-term capital appreciation and wealth stewardship across multiple generations. Its investment approach spans public and private markets, real estate, and alternative assets—allocates resources to support both family priorities and philanthropic initiatives while maintaining disciplined risk management and governance structures.

Contact Information

Year Founded:

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Single Family Office

Leadership & Principals


Corporate Office:
Chicago, United States

Portfolio & Notable Allocations


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