ROBERTSON OPPORTUNITY CAPITAL, LLC

RIASEC RegisteredEst. 2006

Total AUM

$359M

Discretionary

$359M

100% of AUM

Avg account

$179M

Accounts

2

Employees

6

Advisory reps

4

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

FINTRX

Overview

Robertson Opportunity Capital, LLC is a privately held hedge fund manager that operates pooled investment vehicles for institutional clients. The firm is organized as an LLC and has been SEC-registered since 2006. Its business model centers on portfolio management for pooled funds, and it serves as sponsor, general partner and managing member of those vehicles. Compensation typically combines a percentage-of-assets fee with performance-based fees. Robertson Opportunity Capital does not position itself as an ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

1 of 1

ARINDUM DUTTA
Chief Compliance OfficerCRD 6776190

Contacts

3 of 3

JONATHAN RICHARDS
Investment ManagementCRD 1024642
BRETT NEUBERT
Director of InvestmentsCRD 1171273
JAMES ROBERTSON
PresidentCRD 2287416

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 2

Active vs passive

$2.5M in ETFs

Passive

33%

$817K

Active

0%

$1.7M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES ETHEREUM TRUST ETF (ETHA)	BlackRock			$1.7M	105,300	67.09%

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Primary office

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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