The Roxborough Group, LLC
● SEC registered since 2021CRD 310949SEC# 801-120086San Francisco, CA
Ranks #3,571 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$636M
Fund GAV
$636M
Private funds
5
Employees
15
Accounts
5
Location
San Francisco, CA
The Roxborough Group, LLC assets under management
The Roxborough Group, LLC is an investment advisory firm registered with the SEC based in San Francisco, CA. The firm has been registered since 2021. It reports $636 million in regulatory assets under management and employs 15 people. The Roxborough Group, LLC manages 5 private funds with combined gross assets of $636 million, including Roxborough Fund III, L.P. By regulatory assets, it ranks 3,571 of 6,004 private fund managers.
The Roxborough Group, LLC private funds
5 funds · $636M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Roxborough Fund III, L.P. | Real Estate | $447.3M | $5M |
| Roxborough Fund II, L.P. | Real Estate | $156.2M | — |
| Rox II Gateway, LLC | Real Estate | $15.5M | — |
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Join to unlock · $37/moThe Roxborough Group, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| 2007 Perrin Revocable Trust Control | Member | 50-75% | 2013 |
| Charles Baker Baxter | Trustee Of The Perrin 2021 Irrevocable Trust Dated October 18, 2021 | Under 5% | 2021 |
| Chenxing Zhu Ferensen Control | Chief Compliance Officer And Chief Financial Officer | 5-10% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does The Roxborough Group, LLC manage?
The Roxborough Group, LLC reports $636 million in regulatory assets under management on its Form ADV.
How many private funds does The Roxborough Group, LLC manage?
The Roxborough Group, LLC manages 5 private funds with combined gross assets of $636 million.
How many employees does The Roxborough Group, LLC have?
The Roxborough Group, LLC reports 15 employees.
Where is The Roxborough Group, LLC located?
The Roxborough Group, LLC is based in San Francisco, CA and has been SEC-registered since 2021.
Does The Roxborough Group, LLC disclose fund performance?
The Roxborough Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Bush Street, Suite 1450, San Francisco, CA 94104 |
| Phone | 415-728-0792 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$636M▲ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
AUM vs fund managersTop 59%
Larger than 41% of 6,004 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$636Mregulatory AUM
Discretionary $636M