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Robertson Investment Management

● SEC registered since 2021CRD 115425SEC# 801-120446Houston, TX
Export (members)
Reg. AUM
$273.1M
Employees
8
Accounts
779
Location
Houston, TX

Robertson Investment Management assets under management

Robertson Investment Management is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 2021. It reports $273.1 million in regulatory assets under management and employs 8 people.

Robertson Investment Management owners & executives

6 reported
NameTitleOwnershipSince
Chase Michael Robertson ControlManaging Member5-10%2017
Double C FamilyOwnerOver 75%2020
Roberto Nmn Moreiro ControlCcoUnder 5%2024
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Frequently asked questions

How much does Robertson Investment Management manage?

Robertson Investment Management reports $273.1 million in regulatory assets under management on its Form ADV.

How many employees does Robertson Investment Management have?

Robertson Investment Management reports 8 employees.

Where is Robertson Investment Management located?

Robertson Investment Management is based in Houston, TX and has been SEC-registered since 2021.

Does Robertson Investment Management disclose fund performance?

Robertson Investment Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address919 Milam St, Suite 500, Houston, TX 77002
Phone713-622-4077
Fax713-624-4001
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$273.1M
Non-discretionary$0
Total (RAUM)$273.1M