|
⚲
|
| Keyboard |
| RBB Treasury LLC
✚
|
|
|---|---|
| CRD # | 314581 |
| SEC # | 801-125841 |
| CIK # | |
| AUM | 1,892.9 M (2026-03-25) |
| Employees | 4 (25% Investors, 25% Brokers) |
| Fees | |
| Minimum | |
| Phone | 855-743-8746 |
| Address | 100 Crosby St New York, NY 10012 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 6.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1,071 | 1,886.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,078 | 1,892.9 |
| By Discretionary | ||
| Discretionary | 1,078 | 1,892.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,078 | 1,892.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 45.0 | |
| United States Persons | 1,847.9 | |
| Total | 1,078 | 1,892.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Continuum Advisory LLC
✚
|
ID | 1,907.9 M |
|
Patriot Investment Management Group Inc
✚
|
TN | 1,906.9 M |
|
Pembroke Management Ltd
✚
|
1,905.1 M | |
|
JAG Capital Management LLC
✚
|
MO | 1,902.0 M |
|
Tributary Capital Management LLC
✚
|
NE | 1,901.0 M |
|
D'Annunzio Consulting Group LLC
✚
|
WA | 1,900.8 M |
|
Whittier Advisors LLC
✚
|
CA | 1,893.3 M |
|
True Link Financial Advisors LLC
✚
|
CA | 1,886.9 M |
|
Nilsine Partners LLC
✚
|
CO | 1,881.7 M |
|
KLCM Advisors Inc
✚
|
WI | 1,876.9 M |