# Roosevelt Family Office

Roosevelt Family Office is a Single Family Office based in Chicago, United States.

## Overview

- **Organization type:** Single Family Office
- **Headquarters:** Chicago, United States
- **Region:** North America
- **Address:** Chicago, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** cisbh.com
- **LinkedIn:** https://www.linkedin.com/company/rooseveltadvisors

## Regulatory record

- **Reports private funds:** No

## About

Roosevelt Family Office operates as a single-family office based in Chicago. It preserves and grows the financial interests of its founding family through long-term capital appreciation and wealth stewardship. The firm invests in public markets, private equity, real estate, hedge funds, private credit, and natural resources. It executes via direct co-investments, SPVs, fund-of-funds commitments, and secondaries. Allocations reach early-stage, seed, and growth opportunities in North America, Europe, Asia, Africa, South America, and Oceania. Confirmed technology focuses include AI/ML, biotech, and cybersecurity. The firm maintains a 30-year history of operations. It supports philanthropic and mission-related investing alongside core portfolio activities. Governance centers on disciplined risk management and structures that separate investment decisions from family philanthropic vehicles.

## Sectors

- AgriTech & FoodTech
- ClimateTech
- Energy Transition & Renewables
- WaterTech
- FinTech
- Data Analytics

## Questions

### Who runs investment decisions at Roosevelt Family Office?

No named principals or investment committee members appear in available sources.

### How does Roosevelt Family Office source proprietary deal flow?

Available sources provide no detail on sourcing channels or networks.

### Does Roosevelt Family Office participate in fund commitments or only direct deals?

The firm uses both fund-of-funds commitments and direct co-investments or SPVs.

### What investment stages does Roosevelt Family Office typically target?

Confirmed stages include early stage, growth, and seed.

## Related profiles

- [Romann Group](https://altss.com/profile/romann-group)
- [Roos van Diemen & Partners](https://altss.com/profile/roos-van-diemen-partners)

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Last updated: 2026-08-10T15:54:10.904Z

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