| Name | Title | Ownership | Since |
|---|---|---|---|
| Raub-Alpert Holdings, LLC | General Partner | 5-10% | 2012 |
| Richard Henry Alpert Control | Limited Partner And Portfolio Manager | Over 75% | 2010 |
| Wendy Jeanne Phillippay Control | Chief Compliance Officer | Under 5% | 2021 |
Raub Brock Capital Management, LP reports $3.2 billion in regulatory assets under management on its Form ADV.
Raub Brock Capital Management, LP reports 9 employees.
Raub Brock Capital Management, LP is based in Larkspur, CA and has been SEC-registered since 2010.
Raub Brock Capital Management, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 700 Larkspur Landing Circle, Suite 240, Larkspur, CA 94939 |
| Phone | 415-927-6990 |
| Fax | 415-927-6996 |
| Office hours | 8:30 - 5:00 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $488.3M |
| Non-discretionary | $2.74B |
| Total (RAUM) | $3.22B |