CHRISTOFFERSON, ROBB & COMPANY

RIASEC RegisteredEst. 2002
Total AUM
$11.3B
Discretionary
$10.2B
90% of AUM
Avg account
$433M
Accounts
26
Employees
42
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
121299
Registered since
October 29, 2002
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, BUTTERFIELD, J.P. MORGAN SECURITIES INC., INVESTEC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles35.44%
  • Sovereign Wealth Funds19.77%
  • Other17.53%
  • State / Municipal Government16.49%
  • Corporations / Businesses9.56%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Christofferson, Robb & Company is a privately owned hedge fund manager that focuses on institutional clients and operates as an SEC-registered adviser since 2002. The firm functions as a commodity pool operator/commodity trading adviser (CPO/CTA) and provides portfolio management for pooled investment vehicles as well as for businesses and other institutions. Its typical fee arrangement combines a percentage-of-assets-under-management charge with performance-based fees. The firm is not positioned as an ESG-focused investor. Christofferson, Robb serves institutional accounts and acts in sponsor/GP and managing-member roles for pooled funds it advises. Its organizational form is a limited liability company and ownership is held at the individual level.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 95%, Cash & Cash Equivalents 5%95%
  • Other95%
  • Cash & Cash Equivalents5%

Owners & executives

3 of 3
  • RICHARD ROBB

    Chief Executive OfficerCRD 1505376

  • RAQUEL GARNETT

    Chief Compliance OfficerCRD 5566157

  • DONALD WRIGHT

    Chief Financial OfficerCRD 7682920

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
680 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth