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| Robinson Value Management Ltd
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|---|---|
| CRD # | 110156 |
| SEC # | 801-80568 |
| CIK # | 0001694283, 0000169428 |
| AUM | $170.3 M (2025-02-03) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 210-490-2545 |
| Address | 120 East Basse Road, 102 San Antonio, TX 78209-8356 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Newmont Mining Corp /DE/ | 6.2 | ||
| Wells Fargo & Co/MN | 5.2 | ||
| Archer Daniels Midland Co | 5.0 | ||
| M&T Bank Corp | 4.9 | ||
| Corning Inc /NY | 4.9 | ||
| Medtronic Holdings Ltd | 4.7 | ||
| Adobe Systems Inc | 4.5 | ||
| Qualcomm Inc/DE | 4.2 | ||
| Dominion Resources Inc /VA/ | 4.0 | ||
| Walt Disney Co | 3.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14 | 10.4 |
| (b) Individuals (high net worth individuals) | 44 | 159.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 119 | 170.3 |
| By Discretionary | ||
| Discretionary | 117 | 170.1 |
| Non-Discretionary | 2 | 0.2 |
| Total | 119 | 170.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 170.3 | |
| Total | 119 | 170.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001694283] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lexington Hill Partners LLC
✚
|
TX | 0.2 |
|
Granite Financial Group LLC
✚
|
WI | 0.2 |
|
Clarity Wealth Development LLC
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|
OR | 0.2 |
|
Rossjohnson & Associates LLC
✚
|
MN | 0.2 |
|
Wharton Wealth Management LLC
✚
|
PA | 0.2 |
|
Apex Wealth Management LLC
✚
|
NH | 0.2 |
|
George M Hiller Companies LLC
✚
|
GA | 0.2 |
|
Smartharvest Portfolios LLC
✚
|
0.2 | |
|
McBride Financial Advisors LLC
✚
|
0.2 | |
|
Golden Road Advisors LLC
✚
|
FL | 0.2 |