The Roosevelt Investment Group, Inc.
Rhode Island
Registered In
06/28/2006
Incorp. Date
Foreign
Registration Type
New York
Foreign Jurisdiction
Company Summary
The Roosevelt Investment Group, Inc. at 4 Richmond Sq STE 100, Providence, Ri 02906 lists Arthur H Sheer of Delray Beach, FL and Adam Sheer of New York, NY.
Overview
Registered In
Rhode Island
Incorporation Date
Company Type
Foreign Corporation
Status
Conversion
Registration Type
Foreign
Foreign Jurisdiction
New York
Search Other Resources
People
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David Sheer
Registered Agent
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4 RICHMOND SQ STE 500, PROVIDENCE, RI 02906
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Arthur H Sheer
CIO
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13287 AVILA BEACH CV, DELRAY BEACH, FL 33446
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Adam Sheer
CO-CEO
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750 COLUMBUS AVE APT 2H, NEW YORK, NY 10025
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David Sheer
CO-CEO
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120 PROSPECT ST, PROVIDENCE, RI 02906
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Map & Locations
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4 RICHMOND SQ STE 100, PROVIDENCE, RI 02906
View Map
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Financials
Financial Information for The Roosevelt Investment Group, Inc.
Form 5500
THE ROOSEVELT INVESTMENT GROUP, INC.
570 Lexington Avenue Suite 1800, New York, Ny 10022 (646) 452-6700 EIN:13-3592307 Plan Admin:David Sheer| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2021 | Plan NameTHE ROOSEVELT INVESTMENT GROUP 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY40 / 0 Assets BOY/EOY$9,735,076 / $0 | 2021 | THE ROOSEVELT INVESTMENT GROUP 401(K) RETIREMENT PLAN - Plan #001 | 40 / 0 | $9,735,076 / $0 |
| 2020 | Plan NameTHE ROOSEVELT INVESTMENT GROUP 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY41 / 40 Assets BOY/EOY$8,552,054 / $9,735,076 | 2020 | THE ROOSEVELT INVESTMENT GROUP 401(K) RETIREMENT PLAN - Plan #001 | 41 / 40 | $8,552,054 / $9,735,076 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
THE ROOSEVELT INVESTMENT GROUP, INC.
4 Richmond Sq, Providence, Ri 02906-5117 Industry:Open-End Investment Funds| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/07/2020 | Approved$495,800 Forgiven$0 LenderBank Rhode Island Jobs34 | 04/07/2020 | $495,800 | $0 | Bank Rhode Island | 34 |
PPP Loans based on Paycheck Protection Program.
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The Roosevelt Investment Group, Inc.
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Address Match:4 Richmond Sq Providence, RI
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Sources
The following government agencies have contributed data:
• Rhode Island Department of State • U.S. Department of Labor • U.S. Small Business Administration
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