Robinson Capital Management, LLC
Firm details
- Headquarters
- Grosse Pointe Farms, Michigan
- CRD number
- 166182
- Registered since
- November 23, 2012
- Website
- www.robinsonfunds.com
- Custodians
- THE HUNTINGTON INVESTMENT COMPANY, COMERICA SECURITIES,INC., THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM
- Client types
- State / Municipal Government79.45%
- Investment Companies16.33%
- Corporations / Businesses4.21%
- Other0.01%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Robinson Capital Management, LLC is a privately held investment adviser organized as an LLC and registered with the SEC in 2012. The firm operates as an institutional RIA, primarily advising institutional clients and charging fees tied to assets under management. Its advisory work centers on discretionary portfolio management for investment companies and for businesses or institutions, and it also engages in publishing investment-related periodicals or newsletters. Robinson Capital does not identify as an active ESG investor and is not structured as a multi-state adviser or pension consultant. The firm manages portfolios directly rather than functioning as a third-party capital allocator.
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
Asset composition
- US Government Bonds30%
- State & Local Bonds30%
- Public Funds/Mutual Funds18%
- Cash & Cash Equivalents10%
- Other10%
Owners & executives
2 of 2
Gregory Prost
Chief Investment OfficerCRD 4376776
James Robinson
Chief Executive Officer and Chief Investment OfficerCRD 2366903
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$16.5M in ETFs
98%
$16.2M
0%
$264K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK HIGH YIELD MUNI ETF (HYD) | VanEck | Passive | High Yield Muni | $6.2M | 121,212 | 37.88% |
Location
Grosse Pointe Farms, MI
Wayne
Location
Grosse Pointe Farms, MI
Headquartered in Grosse Pointe Farms, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Wayne
- Address
- 63 Kercheval Ave
- Time zone
- ET (UTC-5)
- Office locations
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