Robin Capital Group LLC
Firm details
- Headquarters
- ,
- CRD number
- 312956
- Website
- robincapitalgroup.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI54.23%
- Individuals22.58%
- Corporations / Businesses22.18%
- Other Investment Advisers1.01%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Robin Capital Group LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional accounts. Its advisory activities emphasize discretionary portfolio management for individuals and small businesses and the publication of periodicals or newsletters. Compensation is primarily fee-based, using a percentage-of-AUM model and offering performance-based fee arrangements in some situations. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser or a dedicated capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- US Government Bonds20%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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