Overview
The Roxborough Group, LLC and its affiliates (together “Roxborough” or the “Company”) is a privately
held real estate investment firm headquartered in San Francisco and founded in 2013 by J. Marc Perrin,
who co-headed Starwood's U.S. acquisitions and ran the Western U.S. business. Roxborough focuses on
opportunities in opportunistic, value add, and transitional real estate assets, primarily focused on industrial,
multifamily, office, and distressed hotels in the western half of the US.
Roxborough provides discretionary asset management services to pooled investment vehicles including
Roxborough Fund II, L.P. (“Fund II), Roxborough Fund III, L.P. (“Fund III”, and together with Fund II,
each a “Flagship Fund”).
Roxborough may also, from time to time, establish, on a transaction-by-transaction basis, certain investment
vehicles through which certain persons may invest alongside one or more Flagship Funds in a particular
investment opportunity (each such vehicle, a “Co-Investment Vehicle”). Co-Investment Vehicles are
typically limited to investing in the transaction with respect to which they were organized. As a general
matter, each such Co-Investment Vehicle is contractually required, as a condition of its investment, to exit
its investment in the particular investment opportunity at substantially the same time and on substantially
the same terms as the applicable Flagship Fund(s) that are also invested in that investment opportunity.
Additionally,
Roxborough may also organize and serve as general partner (or in an analogous capacity) to
(i) alternative investment vehicles (each, an “Alternative Investment Vehicle”) organized to address, for
example, specific tax, legal, business, accounting or regulatory-related matters that may arise in connection
with a transaction or transactions and/or (ii) parallel investment entities that invest side-by-side with one or
more of the Flagship Funds, generally on the basis of capital commitments (an “Parallel Fund”, and together
with the Co-Investment Vehicles, Flagship Funds and Alternative Investment Vehicles, each a “Fund” and
together the “Funds”). Each Fund is controlled by its general partner (each a “General Partner”) and invests
in a number of underlying real estate related investments.
Roxborough provides investment advice directly to the Funds and not individually to their limited partners
or other investors. Roxborough manages each Fund’s assets in accordance with the objectives and strategy
as defined in each Fund’s governing documents (“Governing Fund Documents”). All terms are generally
established at the time of a Fund’s formation and investors in a Fund (each, a “Limited Partner”) may not
restrict the Fund’s investments except as indicated in the Governing Fund Documents.
Roxborough does not participate in wrap fee programs.
As of December 31, 2023, Roxborough had approximately $645 Million in regulatory assets under
management.