Raub Brock Capital Management, LP
● SEC registered since 2010CRD 153994SEC# 801-71732Larkspur, CA
Reg. AUM
$2.93B
Employees
9
Accounts
6,352
Location
Larkspur, CA
Raub Brock Capital Management, LP assets under management
Raub Brock Capital Management, LP operates as an SEC-registered investment adviser based in Larkspur, CA. The firm has been registered since 2010. It reports $2.9 billion in regulatory assets under management and employs 9 people.
Raub Brock Capital Management, LP owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Raub-Alpert Holdings, LLC | General Partner | 5-10% | 2012 |
| Richard Henry Alpert Control | Limited Partner And Portfolio Manager | Over 75% | 2010 |
| Wendy Jeanne Phillippay Control | Chief Compliance Officer | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Raub Brock Capital Management, LP manage?
Raub Brock Capital Management, LP reports $2.9 billion in regulatory assets under management on its Form ADV.
How many employees does Raub Brock Capital Management, LP have?
Raub Brock Capital Management, LP reports 9 employees.
Where is Raub Brock Capital Management, LP located?
Raub Brock Capital Management, LP is based in Larkspur, CA and has been SEC-registered since 2010.
Does Raub Brock Capital Management, LP disclose fund performance?
Raub Brock Capital Management, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 700 Larkspur Landing Circle, Suite 240, Larkspur, CA 94939 |
| Phone | 415-927-6990 |
| Fax | 415-927-6996 |
| Office hours | 8:30 - 5:00 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.93B▼ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$2.93Bregulatory AUM
Discretionary $467MNon-discretionary $2.46B