ROBINHOOD ASSET MANAGEMENT
Firm details
- Headquarters
- MENLO PARK, California
- CRD number
- 323736
- Registered since
- January 14, 2025
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Robinhood Asset Management is a limited liability company focused on delivering portfolio management to individual and small-business clients. The firm operates primarily as a retail-oriented adviser, using a fee structure that includes a percentage of assets under management alongside other fees. Its regulatory footprint shows SEC registration in 2025 and affiliations with a broker-dealer, another investment adviser, and a futures commission merchant, which together suggest an integrated platform capable of handling custody, execution and certain derivatives exposure alongside advisory services. Investment activity tilts toward liquid, low-cost instruments: public-market ETFs and individual stocks make up the bulk of published holdings, with a clear preference for broad-market index exposure at the core of portfolios. Robinhood Asset Management is not positioned as a capital allocator — instead it appears to build client portfolios directly and to access third-party managers when pursuing alternative exposures. The firm does not present itself as an active ESG investor.
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
- Other100%
Contacts
3 of 137RONALD DALTON III
Customer Experience LeaderCRD 6694262
Patrick McKevitt
Customer Experience RepresentativeCRD 7159618
George Ridgeway
Customer Experience RepresentativeCRD 7920816
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$894M in ETFs
100%
$890M
1%
$4.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $297M | 454,518 | 33.20% |
Location
MENLO PARK, CA
SAN MATEO
Location
MENLO PARK, CA
Headquartered in MENLO PARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 85 Willow Rd
- Time zone
- PT (UTC-8)
- Office locations
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