Robertson Opportunity Capital, LLC
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Overview
Robertson Opportunity Capital, LLC is an advisory company located in Dallas, Texas. The firm oversees $224.1 million in assets under management throughout three customer accounts, making it a mid-tier firm in the country by assets under management (AUM). The firm has a small group, including 3 financial advisors. Robertson Opportunity Capital, LLC does not act as a registered broker-dealer, meaning the firm is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments like bonds, options and stocks.
Robertson Opportunity Capital, LLC administers all of its accounts on a discretionary basis. Discretionary management is a structure in which transaction decisions are made by a portfolio manager without needing to seek the customer's consent. The firm's average account size is $74.7 million. The typical advisor at Robertson Opportunity Capital, LLC oversees around one client account, placing it among the most personalized financial advisor firms in the country.
Robertson Opportunity Capital, LLC's main office is located at 8117 Preston Road, Dallas, Texas 75225. The company is registered to provide services to customers in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Robertson Opportunity Capital, LLC by the Numbers
$224.1 million
4
3
$74.7 million
Fee Structure
Fees charged by financial advisors are based on which services are provided. Fee types charged by the company can include any blend of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with pooled investment vehicles. Out of its three accounts, Robertson Opportunity Capital, LLC's biggest client group by number of accounts is pooled investment vehicles. About 33% of its customers are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Robertson Opportunity Capital, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Robertson Opportunity Capital, LLC
Dallas, TX
Addison, TX
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