THE ROXBOROUGH GROUP

RIASEC RegisteredEst. 2021
Total AUM
$636M
Discretionary
$636M
100% of AUM
Avg account
$127M
Accounts
5
Employees
15
Advisory reps
5

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
310949
Registered since
January 4, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

The Roxborough Group is a limited liability company that operates as an adviser and sponsor of pooled investment vehicles focused on real estate. Registered with the SEC in 2021, the firm primarily serves institutional clients and functions as an adviser, general partner and managing member for its pooled funds. Its business model centers on portfolio management for pooled investment vehicles rather than direct retail wealth management, and it charges both a percentage-of-assets fee and performance-based fees. The firm is not designated as a multi-state adviser and does not identify as an active ESG investor. It lists its owner type as a domestic entity/individual and is classified operationally as a real estate fund manager and sponsor. In addition to acting as a sponsor and GP, The Roxborough Group uses third-party alternative managers across several asset classes to build out fund exposure.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Chenxing Ferensen

    Chief Financial OfficerCRD 7305549

Contacts

3 of 4
  • Charles Baxter

    TrusteeCRD 7632277

  • JOHN PERRIN

    Founder and Managing PartnerCRD 2652703

  • MATTHEW MCCORMICK

    Managing DirectorCRD 4870571

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
1 Bush St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth