Adviser Profile
| As of Date | 03/31/2019 |
| Registration status | Registration Changed to ROBERTS CAPITAL ADVISORS, LLC |
| ADV Location | NEW YORK, NY, United States |
| AUM* | 58,018,089 |
| of that, discretionary | 58,018,089 |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 29,009,045 |
| % High Net Worth | 66.67% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Mid-sized advisory firm
Client Types
- High net worth individuals
- Pooled investment vehicles
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
58M
50M
41M
33M
25M
17M
8M
2015
2016
2017
2018
2019