| Name | Title | Ownership | Since |
|---|---|---|---|
| Julianne Zimmerman Control | Co-Ceo | Under 5% | 2024 |
| Maya Jean Philipson Control | Coo, Secretary (corporate), Chief Compliance Officer | 25-50% | 2008 |
| Rachel Joyce Robasciotti Control | Co-Ceo, President (corporate) | 50-75% | 2004 |
Robasciotti & Associates, Inc. reports $283.8 million in regulatory assets under management on its Form ADV.
Robasciotti & Associates, Inc. reports 17 employees.
Robasciotti & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 415-986-5500 |
| Fax | 415-986-5502 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $283.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $283.8M |