PPrivate Fund Data Log in Join · $37/mo

The Roxborough Group, LLC

● SEC registered since 2021CRD 310949SEC# 801-120086San Francisco, CA
Export (members)
Ranks #3,276 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$626.9M
Fund GAV
$626.9M
Private funds
5
Employees
12
Accounts
5
Location
San Francisco, CA

The Roxborough Group, LLC assets under management

The Roxborough Group, LLC is an investment advisory firm registered with the SEC based in San Francisco, CA. The firm has been registered since 2021. It reports $626.9 million in regulatory assets under management and employs 12 people. The Roxborough Group, LLC manages 5 private funds with combined gross assets of $626.9 million, including Roxborough Fund III, L.P. By regulatory assets, it ranks 3,276 of 5,911 private fund managers.

The Roxborough Group, LLC private funds

5 funds · $626.9M GAV
FundTypeGross assetsMin.
Roxborough Fund III, L.P.Real Estate$444.6M$5M
Roxborough Fund II, L.P.Real Estate$150.7M
Rox II Med Center, L.P.Real Estate$15.1M
See all 5 funds — unlock the full record.
Join to unlock · $37/mo

The Roxborough Group, LLC owners & executives

7 reported
NameTitleOwnershipSince
2007 Perrin Revocable Trust ControlMember50-75%2013
Charles Baker BaxterTrustee Of The Perrin 2021 Irrevocable Trust Dated October 18, 2021Under 5%2021
Chenxing Zhu Ferensen ControlChief Compliance Officer And Chief Financial Officer5-10%2017
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does The Roxborough Group, LLC manage?

The Roxborough Group, LLC reports $626.9 million in regulatory assets under management on its Form ADV.

How many private funds does The Roxborough Group, LLC manage?

The Roxborough Group, LLC manages 5 private funds with combined gross assets of $626.9 million.

How many employees does The Roxborough Group, LLC have?

The Roxborough Group, LLC reports 12 employees.

Where is The Roxborough Group, LLC located?

The Roxborough Group, LLC is based in San Francisco, CA and has been SEC-registered since 2021.

Does The Roxborough Group, LLC disclose fund performance?

The Roxborough Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Bush Street, Suite 1450, San Francisco, CA 94104
Phone415-728-0792
Office hours9 a.m. To 5 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Assets under management

Discretionary$626.9M
Non-discretionary$0
Total (RAUM)$626.9M

Service providers

Auditor
Administrator