Robinswood Financial LLC

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Robinswood Financial LLC
CRD #143417
SEC #801-68234
CIK #0002139748
AUM 433.3 M (2026-05-04)
Employees 6 (100% Investors, 0% Brokers)
Phone452-296-1611
Address3425 Carillon Point
Kirkland, WA 98033
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
4503602701809002005201220192027
CIK Period
0002139748
Sector Form 13F Holdings Value ($M)
Microsoft Corp 4.3
Apple Inc 2.4
Amazon Com Inc 2.4
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 360 108.7
(b) Individuals (high net worth individuals) 128 310.2
(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 7.1
(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 7.4
(n) Other 0 0.0
Total 1,384 433.3
By Discretionary
Discretionary 1,378 433.3
Non-Discretionary 6 0.0
Total 1,384 433.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 433.3
Total 1,384 433.3
EDGAR Form CIK 2011 - 2026
13F-HR [0002139748]
Firm Profile (Form ADV)
Discretionary AUM$0.3B
ServesInstitutional, Retail
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