Robertson Investment Management
Robertson Investment Management is an SEC-registered mass-market adviser in Houston, TX with $534.1M assets under management (AUM, regulatory AUM), +96% over one year. See who owns Robertson Investment Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 115425, SEC 801-120446, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $534.1M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Houston, TX
- Employees
- 20
- Clients
- 1,142
- CRD
- 115425
- Ownership
- DOUBLE C FAMILY; ROBERTSON, CHASE, MICHAEL; JOAO, SONIA, CONSTANCE; Ross, Patricia, Ann; Robertson, Cole, Alexander
How much AUM does Robertson Investment Management have?
Robertson Investment Management reported $534.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Robertson Investment Management?
Disclosed owners and executives of Robertson Investment Management include DOUBLE C FAMILY, ROBERTSON, CHASE, MICHAEL, JOAO, SONIA, CONSTANCE, Ross, Patricia, Ann, Robertson, Cole, Alexander. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.