Robertson Opportunity Capital, LLC
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 118484
- Registered since
- January 13, 2006
- Website
- rocapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Robertson Opportunity Capital, LLC is an individual‑owned LLC registered with the SEC since 2006 and classified in FINTRX as a hedge fund that serves institutional clients. The firm’s advisory activity centers on portfolio management for pooled investment vehicles; it also acts as sponsor, general partner and managing member of such vehicles. Compensation follows a traditional hedge fund model, combining a percentage-of-AUM fee with performance-based fees. The firm is not identified as an active ESG investor.
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
Owners & executives
1 of 1Arindum Dutta
Chief Compliance OfficerCRD 6776190
Contacts
3 of 3Jonathan Richards
Investment ManagementCRD 1024642
Brett Neubert
Director of InvestmentsCRD 1171273
James Robertson
PresidentCRD 2287416
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$1.9M in ETFs
33%
$619K
0%
$1.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES ETHEREUM TRUST ETF (ETHA) | BlackRock | $1.3M | 105,300 | 66.93% |
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 8117 Preston Rd
- Time zone
- CT (UTC-6)
- Office locations
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