Christofferson, Robb & Company

RIASEC RegisteredEst. 2002

Total AUM

$11.3B

Discretionary

$10.2B

90% of AUM

Avg account

$433M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 121299
Registered since: October 29, 2002
Website: www.christoffersonrobb.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, BUTTERFIELD, J.P. MORGAN SECURITIES INC., INVESTEC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles35.44%
Sovereign Wealth Funds19.77%
Other17.53%
State / Municipal Government16.49%
Corporations / Businesses9.56%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Christofferson, Robb & Company is a registered SEC investment adviser organized as an LLC and operating since 2002. The firm is classified as a hedge fund manager that primarily serves institutional clients and operates as a commodity pool operator/commodity trading adviser (CPO/CTA). Its advisory services emphasize portfolio management for pooled investment vehicles and for businesses or institutional investors. Compensation includes both a percentage-of-AUM fee and performance-based fees. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.