Robinson Value Management, Ltd.
Firm details
- Headquarters
- San Antonio, Texas
- CRD number
- 110156
- Registered since
- November 20, 2014
- Website
- www.robinsonvalue.com
- Custodians
- PERSHING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.84%
- Individuals5.16%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Robinson Value Management, Ltd. is an independent registered investment adviser organized as a limited partnership that provides portfolio management for individual clients, small businesses and other institutions. The firm is SEC-registered (2014) and charges fees based on a percentage of assets under management. Its client base is primarily individual and family households rather than institutional pensions or public plans. Filings indicate the firm does not identify as an active ESG investor, does not operate as a capital allocator, and is not registered as a multi-state adviser.
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 Equities57%
- Public Funds/Mutual Funds32%
- US Government Bonds5%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2
Amy Robinson
Chief Executive OfficerCRD 2672456
Charles Robinson
Chief Investment Officer & Chief Compliance OfficerCRD 1423646
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$75.7M in ETFs
100%
$75.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIREXION DAILY S&P 500 (R) BEAR 1X ETF (SPDN) | Direxion | Passive | Trading Inverse Equity | $17M | 2,010,588 | 22.53% |
Location
San Antonio, TX
Bexar
Location
San Antonio, TX
Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- Bexar
- Address
- 120 E Basse Rd
- Time zone
- CT (UTC-6)
- Office locations
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