Robert Priske LLC

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Robert Priske LLC
CRD #108072
SEC #801-56373
CIK #
AUM 219.9 M (2026-03-06)
Employees 2 (100% Investors, 0% Brokers)
Fees
Minimum
Phone7358882
Address4211 Waialae Ave Ste 201
Honolulu, HI 96816-5312
Source [IAPD] [Website]
Total AUM ($M)
2502001501005001999200820172027
Fees and Compensation — Form ADV Part 2A (3/6/2026) [Brochure]
Item 5. Fees and Compensation

The quarterly fee is .002 of the account balance for accounts up to $2 million and discounted thereafter per the following fee-schedule:
                                             $ 500,000 to $2,000,000 = 0.00200 per quarter
                                             $2,000,001 to $3,000,000 = 0.00150 per quarter
                                             $3,000,001 to $10,000,000 =0.00125 per quarter

Management fees are billed in arrears and deducted after quarter-end electronically from the investment account. Authorization for the
automatic deduction of fees from each account is contained in the custodian’s brokerage account application. Fees are separately shown
on the monthly statements from the custodian. Clients are encouraged to review each statement for accuracy.
Asset management clients are not charged fees for financial planning. For others, the rate is $400 per hour. There are no commissions.
Custodian fees may apply to brokerage activity in the accounts. These include exchange fees of generally less than $1.00 per stock trade,
money market fund expense fees, 12B-1 trail fees from mutual funds, and mark ups on bond trades.
Robert Priske LLC reserves the right to discount or waive its fees at its own discretion. Fees are exclusive of any brokerage commissions,
transaction fees, mutual fund fees and other related costs. Either party may terminate the advisory agreement upon 30 days of written
notice. Fees are not charged in the quarter of termination.
Account Minimums and Types of Clients — Form ADV Part 2A (3/6/2026) [Brochure]
Item 7. Types of Clients
Individuals, pension plans, trusts, and corporations seeking investment management. Accounts generally begin at $1,000,000.
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 62 19.7
(b) Individuals (high net worth individuals) 82 176.9
(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 17 23.3
(h) Charitable organizations 0 0.0
(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 0 0.0
(n) Other 0 0.0
Total 484 219.9
By Discretionary
Discretionary 484 219.9
Non-Discretionary 0 0.0
Total 484 219.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 219.9
Total 484 219.9
Firm Profile (Form ADV)
Discretionary AUM$0.1B
Clients2
ServesInstitutional, Retail
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