Roe Investment Management

Hedge Fund Exempt reporting adviser

Legal name: Roe Investment Management, LLC

Weston, FL

AUM

$53.0M
Private fund assets

Private funds

1
Hedge Fund 1

Private fund assets

$53.0M
Gross asset value

Employees

—

Last Form D raise

Nov 2025
Most recent fund filing

From SEC Form ADV filing (filed Feb 6, 2026). View on SEC

People(1)

Owners and executive officers named on the firm's SEC Form ADV.

J
Jose Garcia
Portfolio Manager
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Roe Investment Management Capital Partners, LPHedge Fund$53.0M$45.0M6Nov 2025Warm

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
335038
SEC file number
802-132152

Sources