Christofferson, Robb & Company, LLC is a large advisory firm based in New York. It manages $4.77 billion of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2004.
Christofferson, Robb & Company provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. 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 Christofferson, Robb & Company, LLC is $4.77 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 2863% since the beginning of its operation, and $3.92 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Christofferson, Robb & Company, LLC for their services and products based on a percentage of assets under management and performance-based fees. 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 charitable organizations, pooled investment vehicles, state or municipal government entities, and sovereign wealth funds and foreign official institutions. The largest group of clients of Christofferson, Robb & Company is pooled investment vehicles with 7 clients and $1.96 billion of assets under management. Among the 10 most similar advisory firms, Christofferson, Robb & Company has the 5th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $4.2 billion for 13 clients. 82% of the firm’s clients are foreign persons or businesses.
Christofferson, Robb & Company also advises several private funds. Namely, thirteen hedge funds. The minimum investment commitment required of non-related persons ranges from $130,000 to $500,000,000.
The company employs 29 people that are either part- or full-time employees. 10 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.
Sofia Katzap joined the executive team most recently as the Chief Financial Officer.
The principal office where Christofferson, Robb & Company, LLC performs its advisory services is located at 720 Fifth Avenue, New York, NY 10019 4107, 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 212-489-4350 or by fax 212-489-4355. The normal business hours are 9:00 a.m. - 5:00 p.m.. on Monday - Friday. You can find more information about the New York firm at christoffersonrobb.com.