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 organized as a limited partnership and has been SEC-registered since 2014. The firm provides fee-based portfolio management primarily to individual and family clients, and also manages accounts for small businesses and other institutions. Its stated fee model is a percentage of assets under management. Robinson Value Management does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant. Advisory activity focuses on discretionary portfolio management for individuals, small businesses, and institutional/business clients. The firm’s ownership is reported as a combination of a domestic entity and an individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2AMY 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 30Active vs passive
$73.4M in ETFs
100%
$73.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND (VCSH) | Vanguard | Passive | Short Term Bond | $12.5M | 158,023 | 17.07% |
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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