Overview
Assets Under Management: $988 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 193
Average Client Assets: $2 million
Frequently Asked Questions
ROBOTTI & COMPANY ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #128093), ROBOTTI & COMPANY ADVISORS, LLC is subject to fiduciary duty under federal law.
ROBOTTI & COMPANY ADVISORS, LLC is headquartered in NEW YORK, NY.
ROBOTTI & COMPANY ADVISORS, LLC serves 193 high-net-worth clients according to their SEC filing dated June 12, 2024. View client details ↓
According to their SEC Form ADV, ROBOTTI & COMPANY ADVISORS, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
ROBOTTI & COMPANY ADVISORS, LLC manages $988 million in client assets according to their SEC filing dated June 12, 2024.
According to their SEC Form ADV, ROBOTTI & COMPANY ADVISORS, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 193
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.12
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 249
Discretionary Accounts: 249
Regulatory Filings
CRD Number: 128093
Last Filing Date: 2024-06-12 00:00:00
Website: https://robotti.com