ROBOTTI & COMPANY ADVISORS, LLC

RIASEC RegisteredEst. 2001

Total AUM

$950M

Discretionary

$950M

100% of AUM

Avg account

$3.8M

Accounts

252

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 128093
Registered since: June 7, 2001
Website: advisors.robotti.com
Custodians: CHARLES SCHWAB & CO., INC., PERSHING LLC, J.P. MORGAN SECURITIES INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Pooled Investment Vehicles55.94%
HNWI35.58%
Charitable Organizations3%
Pension & Profit Sharing Plans2.74%
Individuals2.24%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Robotti & Company Advisors, LLC is an equity-focused investment manager that operates both separately managed account strategies and pooled hedge fund vehicles. The firm is organized as an LLC and is classified as a hedge fund manager that also provides portfolio management to individuals, pooled investment vehicles and institutional clients. Its business model blends traditional discretionary SMA work with sponsor/GP roles in private funds; the firm is registered as a CPO/CTA and lists affiliations that include broker-dealer relationships and acting as sponsor or managing member of pooled vehicles. Investment activity concentrates on exchange-traded equities, and the firm signals a clear preference for liquid, equity-centric exposures across client accounts and funds. Fee arrangements include asset-based management fees and performance-based compensation, consistent with its hedge fund and pooled-vehicle activity. The firm does not identify as an active ESG investor.