| Name | Title | Ownership | Since |
|---|---|---|---|
| Dominic Maximilian Heil Control | Chief Compliance Officer & Chief Operating Officer | Under 5% | 2016 |
| John Mason Oliver Control | Managing Member & Portfolio Manager | Over 75% | 2007 |
| Vivian Lee Robison Control | Director Of Operations | Under 5% | 2016 |
Rbo & Co, LLC reports $640.7 million in regulatory assets under management on its Form ADV.
Rbo & Co, LLC reports 8 employees.
Rbo & Co, LLC is based in St. Helena, CA and has been SEC-registered since 2001.
Rbo & Co, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1478 Railroad Avenue Suite 1, St. Helena, CA 94574-1145 |
| Phone | 707-963-1231 |
| Fax | 707-963-1647 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $640.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $640.7M |