Robertson Opportunity Capital, Llc
- Regulatory AUM
- $359M
- Discretionary
- $359M
- Clients
- 2
- Avg AUM / client
- $179M
- Accounts
- 2
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $359M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $310M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Robertson Opportunity Fund, L.P. master | Hedge Fund | Texas | $301M | 76 |
| Robertson Opportunity Master, L.P. feeder | Hedge Fund | British Virgin Islands | $8.9M | 4 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Brett Robertson | President | Feb 1995 (32y) | 75% or more | |
| Dutta, Arindum | Chief Compliance Officer | Mar 2017 (9y) | Less than 5% | |
| Brett Christian Neubert | Registered representative | CFA | Feb 2003 (23y) | |
| Jonathan Arthur Richards | Registered representative | Apr 2016 (10y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $310M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Robertson Opportunity Fund, L.P. | Hedge Fund | $301M | $1.0M | 76 |
| Robertson Opportunity Master, L.P. | Hedge Fund | $8.9M | $1.0M | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.5 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Jefferies Llc $537K (0% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗