ROBINSON CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- GROSSE POINTE FARMS, Michigan
- CRD number
- 166182
- Registered since
- November 23, 2012
- Website
- www.robinsonfunds.com
- Custodians
- THE HUNTINGTON INVESTMENT COMPANY, COMERICA SECURITIES,INC., THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM
- Client types
- State / Municipal Government79.45%
- Investment Companies16.33%
- Corporations / Businesses4.21%
- Other0.01%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Robinson Capital Management, LLC is a SEC-registered investment adviser organized as an LLC and operating since 2012. The firm serves an institutional client base and charges fees as a percentage of assets under management. Its stated advisory services include portfolio management for investment companies and for businesses or institutions, along with publication of periodicals or newsletters. Robinson Capital Management is not identified as an active ESG investor, does not function as a capital allocator, and does not describe itself as a pension consultant or multi-state adviser in the materials provided.
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
- US Government Bonds30%
- State & Local Bonds30%
- Public Funds/Mutual Funds18%
- Cash & Cash Equivalents10%
- Other10%
Owners & executives
2 of 2GREGORY PROST
Chief Investment OfficerCRD 4376776
JAMES ROBINSON
Chief Executive Officer and Chief Investment OfficerCRD 2366903
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$263K in ETFs
0%
$0
0%
$263K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PRINCIPAL REAL ESTATE INCOME FUND (PGZ) | $263K | 26,088 | 100.00% |
Location
GROSSE POINTE FARMS, MI
WAYNE
Location
GROSSE POINTE FARMS, MI
Headquartered in GROSSE POINTE FARMS, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- WAYNE
- Address
- 63 Kercheval Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
POINTE CAPITAL MANAGEMENT LLC
RIAGROSSE POINTE FARMS, MI
DWP
RIAGROSSE POINTE FARMS, MI
CONWAY ASSET MANAGEMENT, INC.
RIAGROSSE POINTE FARMS, MI
PLANNING ALTERNATIVES LTD
RIABirmingham, MI
SPARTAN WEALTH MANAGEMENT
RIABINGHAM FARMS, MI
FLEXIBLE PLAN INVESTMENTS LTD
RIABloomfield Hills, MI