The Roxborough Group
The Roxborough Group is an SEC-registered asset manager in San Francisco, CA with $636.0M assets under management (AUM, regulatory AUM), +1% over one year. See who owns The Roxborough Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310949, SEC 801-120086, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $636.0M (2026-03-26)
- Firm type
- Asset Manager
- Location
- San Francisco, CA
- Employees
- 15
- Clients
- 5
- CRD
- 310949
- Ownership
- PERRIN, JOHN, MARC; Ferensen, Chenxing, Zhu; THE PERRIN 2021 IRREVOCABLE TRUST DATED OCTOBER 18 2021; Baxter, Charles, Baker; CALLAHAN, JOSHUA, DAVID
How much AUM does The Roxborough Group have?
The Roxborough Group reported $636.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns The Roxborough Group?
Disclosed owners and executives of The Roxborough Group include PERRIN, JOHN, MARC, Ferensen, Chenxing, Zhu, THE PERRIN 2021 IRREVOCABLE TRUST DATED OCTOBER 18 2021, Baxter, Charles, Baker, CALLAHAN, JOSHUA, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.