Robertson Investment Management
● SEC registered since 2021CRD 115425SEC# 801-120446Houston, TX
Reg. AUM
$534.1M
Employees
20
Accounts
1,143
Location
Houston, TX
Robertson Investment Management assets under management
Robertson Investment Management is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 2021. It reports $534.1 million in regulatory assets under management and employs 20 people.
Robertson Investment Management owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chase Michael Robertson Control | Managing Member | 5-10% | 2017 |
| Double C Family | Owner | Over 75% | 2020 |
| Roberto Nmn Moreiro | Cco | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Robertson Investment Management manage?
Robertson Investment Management reports $534.1 million in regulatory assets under management on its Form ADV.
How many employees does Robertson Investment Management have?
Robertson Investment Management reports 20 employees.
Where is Robertson Investment Management located?
Robertson Investment Management is based in Houston, TX and has been SEC-registered since 2021.
Does Robertson Investment Management disclose fund performance?
Robertson Investment Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 919 Milam St, Suite 500, Houston, TX 77002 |
| Phone | 713-622-4077 |
| Fax | 713-624-4001 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$534.1M▲ 96%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$534.1Mregulatory AUM
Discretionary $343.1MNon-discretionary $191.1M