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Roberts, Glore & Co.

● SEC registered since 1984CRD 109792SEC# 801-20667Deerfield, IL
Export (members)
Reg. AUM
$938.4M
Employees
7
Accounts
1,158
Location
Deerfield, IL

Roberts, Glore & Co. assets under management

Roberts, Glore & Co. is an SEC-registered investment adviser based in Deerfield, IL. The firm has been registered since 1984. It reports $938.4 million in regulatory assets under management and employs 7 people.

Roberts, Glore & Co. owners & executives

4 reported
NameTitleOwnershipSince
Byron Jennings Smythe ControlChief Compliance Officer5-10%2007
Christopher James Ciupke ControlAssistant VpUnder 5%2013
Clemens Peter Ciupke ControlTreasurer50-75%1989
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Frequently asked questions

How much does Roberts, Glore & Co. manage?

Roberts, Glore & Co. reports $938.4 million in regulatory assets under management on its Form ADV.

How many employees does Roberts, Glore & Co. have?

Roberts, Glore & Co. reports 7 employees.

Where is Roberts, Glore & Co. located?

Roberts, Glore & Co. is based in Deerfield, IL and has been SEC-registered since 1984.

Does Roberts, Glore & Co. disclose fund performance?

Roberts, Glore & Co. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address707 Lake Cook Road, Suite 210, Deerfield, IL 60015
Phone224-330-6980
Fax(224) 268-1043
Office hours8:00 A.M To 4:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1017115
Discloses disciplinary historyNo

Regulatory AUM

$938.4M▲ 11%
Feb '25 — $847.8MMar '25 — $847.8MApr '25 — $847.8MMay '25 — $847.8MJun '25 — $847.8MJul '25 — $847.8MAug '25 — $847.8MSep '25 — $847.8MOct '25 — $847.8MNov '25 — $847.8MDec '25 — $847.8MJan '26 — $847.8MFeb '26 — $847.8MMar '26 — $938.4MApr '26 — $938.4MMay '26 — $938.4MJun '26 — $938.4M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers

Assets under management

$938.4Mregulatory AUM
Discretionary $686.2MNon-discretionary $252.2M