Robinson Capital Management, LLC is a large advisory firm based in Grosse Pointe Farms. It manages $627.25 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Michigan.
Robinson Capital Management provides portfolio management for investment companies, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Robinson Capital Management, LLC is $627.25 million. The firm's AUM has gone down by -43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Robinson Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies and state or municipal government entities. The largest group of clients of Robinson Capital Management is state or municipal government entities with 13 clients and $348.63 million of assets under management. Among the 8 most similar advisory firms, Robinson Capital Management has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $624.88 million for 15 clients. None of the firm’s clients are foreign persons or businesses.
Robinson Capital Management doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 71 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Robinson Capital Management, LLC performs its advisory services is located at 63 Kercheval, Grosse Pointe Farms, MI 48236, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 313-821-7000 or by fax 313-821-7001. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at robinsonfunds.com.