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| Happy Holidays!! thanks for using AUM13F!! |
| Robertson Investment Management
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| CRD # | 115425 |
| SEC # | 801-120446 |
| CIK # | |
| AUM | $273.1 M (2025-03-31) |
| Employees | 8 (100% Investors, 75% Brokers) |
| Phone | 713-622-4077 |
| Address | 919 Milam St Houston, TX 77002 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 306 | 54.1 |
| (b) Individuals (high net worth individuals) | 767 | 175.0 |
| (c) Banking or thrift institutions | 2 | 24.5 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 17.8 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 779 | 273.1 |
| By Discretionary | ||
| Discretionary | 779 | 273.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 779 | 273.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 273.1 | |
| Total | 779 | 273.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Prairiewood Capital LLC
✚
|
ND | 0.3 |
|
DKM Wealth Management Inc
✚
|
CA | 0.3 |
|
Christensen King & Associates Investment Services Inc
✚
|
WA | 0.3 |
|
Trace Wealth Advisors LLC
✚
|
0.3 | |
|
Victoria Capital Management Inc
✚
|
SC | 0.3 |
|
First Financial Group Corporation
✚
|
NC | 0.3 |
|
Apricus Wealth LLC
✚
|
SC | 0.3 |
|
Peninsula Asset Management Inc
✚
|
FL | 0.3 |
|
Wheelhouse Advisory Group LLC
✚
|
MO | 0.3 |
|
Tucker Jr Douglas Ray
✚
|
AL | 0.3 |