The Roxborough Group, Llc
- Regulatory AUM
- $636M
- Discretionary
- $636M
- Clients
- 5
- Avg AUM / client
- $127M
- Accounts
- 5
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $636M | 100.0% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $645M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Roxborough Fund Iii, L.P. | Real Estate Fund | Delaware | $464M | 25 |
| Roxborough Fund Ii, L.P. | Real Estate Fund | Delaware | $151M | 6 |
| Rox Ii Med Center, L.P. | Real Estate Fund | Delaware | $14.7M | 2 |
| Rox Ii Gateway, Llc | Real Estate Fund | Delaware | $13.6M | 2 |
| Roxborough Fund Iii Associates, Llc | Real Estate Fund | Delaware | $2.3M | 6 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Perrin, John, Marc | Founder And Managing Partner | Mar 2013 (13y) | 75% or more | |
| Ferensen, Chenxing, Zhu | Chief Compliance Officer And Chief Financial Officer | Oct 2017 (9y) | Less than 5% | |
| Baxter, Charles, Baker | Trustee | Oct 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Perrin 2021 Irrevocable Trust Dated October 18 2021 | Member | Oct 2021 | A | 10% – 25% |
Undisclosed: 0% – 15% 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 (5, $645M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Roxborough Fund Iii, L.P. | Real Estate Fund | $464M | $5.0M | 25 |
| Roxborough Fund Ii, L.P. | Real Estate Fund | $151M | $0 | 6 |
| Rox Ii Med Center, L.P. | Real Estate Fund | $14.7M | $0 | 2 |
| Rox Ii Gateway, Llc | Real Estate Fund | $13.6M | $0 | 2 |
| Roxborough Fund Iii Associates, Llc | Real Estate Fund | $2.3M | $0 | 6 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 2.18 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
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗