Roubaix Capital, LLC
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Overview
Roubaix Capital, LLC operates as an advisory firm based in Denver, Colorado. The firm controls $181.8 million in assets over three client accounts, making it a mid-tier investment advisory firm in the nation by assets under management (AUM). The company has a small group, including 3 financial advisors. Roubaix Capital, LLC is not a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial investments such as options, stocks and bonds.
Roubaix Capital, LLC administers all of the company's client assets on a discretionary basis. Discretionary management is a structure in which transaction decisions are made by a portfolio manager without requiring client consent. Roubaix Capital, LLC's average account size is $60.6 million. The average advisor at Roubaix Capital, LLC administers about one client account, placing it among the most individualized firms in the country.
Roubaix Capital, LLC's headquarters is at 1401 17Th Street, Denver, Colorado 80202. The firm is legally permitted to serve clients in the state of Colorado.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Roubaix Capital, LLC by the Numbers
$181.8 million
6
3
$60.6 million
Fee Structure
Financial advisory fees depend on which service is provided. Fee types charged by the company likely include the following fee structures: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Roubaix Capital, LLC works with pooled investment vehicles. Out of its three clients, Roubaix Capital, LLC's largest client type is pooled investment vehicles. Around 67% of the firm's clients are from outside of the U.S.
- 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
Roubaix Capital, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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