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Rog IX, LLC

● SEC registered since 2019CRD 304142SEC# 801-116760Houston, TX
Export (members)
Reg. AUM
$401M
Employees
43
Accounts
1
Location
Houston, TX

Rog IX, LLC assets under management

Rog IX, LLC operates as an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2019. It reports $401 million in regulatory assets under management and employs 43 people.

Rog IX, LLC owners & executives

3 reported
NameTitleOwnershipSince
Matthew David Cochrane ControlChief Compliance OfficerUnder 5%2019
Randolph Newcomer ControlManager/ Member50-75%2019
Scott Rice ControlMember50-75%2019

Frequently asked questions

How much does Rog IX, LLC manage?

Rog IX, LLC reports $401 million in regulatory assets under management on its Form ADV.

How many employees does Rog IX, LLC have?

Rog IX, LLC reports 43 employees.

Where is Rog IX, LLC located?

Rog IX, LLC is based in Houston, TX and has been SEC-registered since 2019.

Does Rog IX, LLC disclose fund performance?

Rog IX, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1200 Smith Street, Suite 1950, Houston, TX 77002
Phone713-874-9000
Office hours8 a.m. - 5 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Regulatory AUM

$401M▼ 27%
Mar '25 — $553MApr '25 — $553MMay '25 — $553MJun '25 — $553MJul '25 — $553MAug '25 — $553MSep '25 — $553MOct '25 — $553MNov '25 — $553MDec '25 — $553MJan '26 — $553MFeb '26 — $553MMar '26 — $401MApr '26 — $401MMay '26 — $401MJun '26 — $401M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers

Assets under management

$401Mregulatory AUM
Discretionary $401M