THE ROXBOROUGH GROUP
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 310949
- Registered since
- January 4, 2021
- Website
- theroxboroughgroup.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
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 1Chenxing Ferensen
Chief Financial OfficerCRD 7305549
Contacts
3 of 4Charles Baxter
TrusteeCRD 7632277
JOHN PERRIN
Founder and Managing PartnerCRD 2652703
MATTHEW MCCORMICK
Managing DirectorCRD 4870571
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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