AUMdb

Christofferson, Robb & Company, Llc

SEC-registered Investment Adviser · Large ($10B–$100B) CRD 121299 · SEC file 801-61557 · New York, NY · WWW.CHRISTOFFERSONROBB.COM
☆ Save with Pro ADV data as of Jun 22, 2026
Regulatory AUM
$11.3B
Discretionary
$10.2B
Clients
26
Avg AUM / client
$433M
Accounts
26
Employees
42

AUM over time

$1.6B $11.3B
Dec 2011 Jun 2026

Annual snapshots from Form ADV filings · as of Jun 22, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 10 $4.0B 35.4%
Charitable organizations 2 $136M 1.21%
State or municipal government entities 4 $1.9B 16.5%
Sovereign wealth funds and foreign official institutions 4 $2.2B 19.8%
Corporations and other businesses 1 $1.1B 9.56%
Other 5 $2.0B 17.5%

Private funds (22)

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Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $7.0B combined gross assets

FundTypeDomicileGross assetsOwners
Crc Bond Opportunity Trading Fund, Lp master Hedge Fund Delaware $977M 87
Crc Crf V Europe Scsp Raif master Hedge Fund Luxembourg $752M 38
Crc Single Investor Fund Vii, Ltd. Hedge Fund Cayman Islands $734M 1
Msb Capital Ltd. Hedge Fund Cayman Islands $650M 1
Crc Single Investor Fund Xx, Ltd Hedge Fund Cayman Islands $576M 2
Crc Single Investor Fund X, Llc Hedge Fund Delaware $543M 3
Crc Single Investor Fund Xvi, Ltd Hedge Fund Cayman Islands $532M 1
Crc Single Investor Fund Xxi, Ltd Hedge Fund Cayman Islands $452M 1
Crc Sm I, Ltd. master Hedge Fund Cayman Islands $320M 4
Crc Single Investor Fund Xxii, Lp Hedge Fund Cayman Islands $303M 7
Crc Single Investor Fund Xv Ltd. master Hedge Fund Cayman Islands $258M 11
Crc Crf Iv, Ltd master Hedge Fund Cayman Islands $241M 24
Crc Single Investor Fund Xix, Llc Hedge Fund Delaware $187M 3
Crc Single Investor Fund Xiv, Ltd. Hedge Fund Cayman Islands $160M 1
Crc Capital Release Fund Iii, Ltd master Hedge Fund Cayman Islands $114M 41

People (3)

NameRole / titleCredentialsWith firm sinceOwnership
Robb, Richard, George Chief Executive Officer/Sole Member/Managing Member Jun 2002 (24y) 75% or more
Wright, Donald, Antony Chief Financial Officer Jan 2018 (9y) Less than 5%
Thompson, Raquel, Alexandria Chief Compliance Officer Sep 2024 (2y) Less than 5%

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 (22, $7.0B gross assets)

FundTypeGross assetsMin. investmentOwners
Crc Bond Opportunity Trading Fund, Lp Hedge Fund $977M $0 87
Crc Crf V Europe Scsp Raif Hedge Fund $752M $1.0M 38
Crc Single Investor Fund Vii, Ltd. Hedge Fund $734M $0 1
Msb Capital Ltd. Hedge Fund $650M $0 1
Crc Single Investor Fund Xx, Ltd Hedge Fund $576M $500M 2
Crc Single Investor Fund X, Llc Hedge Fund $543M $0 3
Crc Single Investor Fund Xvi, Ltd Hedge Fund $532M $318M 1
Crc Single Investor Fund Xxi, Ltd Hedge Fund $452M $0 1
Crc Sm I, Ltd. Hedge Fund $320M $100K 4
Crc Single Investor Fund Xxii, Lp Hedge Fund $303M $0 7
Crc Single Investor Fund Xv Ltd. Hedge Fund $258M $0 11
Crc Crf Iv, Ltd Hedge Fund $241M $1.0M 24
Crc Single Investor Fund Xix, Llc Hedge Fund $187M $0 3
Crc Single Investor Fund Xiv, Ltd. Hedge Fund $160M $0 1
Crc Capital Release Fund Iii, Ltd Hedge Fund $114M $1.0M 41
Crc Single Investor Fund Vi, Ltd. Hedge Fund $107M $0 1
Crc Crf Vi Master Fund Lp Hedge Fund $65.7M $1.0M 4
Crc Credit Fund, Ltd. Hedge Fund $41.5M $1.0M 19
Crc Capital Release Fund, Ltd. Hedge Fund $8.8M $110K 9
Crc Single Investor Fund Xii, Lp Hedge Fund $7.6M $0 11
Crc Single Investor Fund Xvii, Lp Hedge Fund $4.4M $0 3
Crc Capital Release Fund Ii, Ltd. Hedge Fund $1.2M $1.1M 26

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 06/22/2026 5.6 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
  • Portfolio management for businesses/institutional clients

Custody

Reported custodians

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: Jun 22, 2026.

View current Form ADV (SEC/IAPD) ↗