Clients
Christofferson, Robb & serves 26 clients, 10 of them pooled investment vehicles. The average client has about $433 million with the firm.
- Pooled investment vehicles10 clients35%
- State or municipal government entities4 clients16%
- Sovereign wealth funds and foreign official institutions4 clients20%
- Corporations and other businesses1 clients10%
- Other5 clients18%
- Charitable organizations2 clients1%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 10 | $3,994,276,312 | 35.4% | $399.4M |
| Charitable organizations | 2 | $136,036,772 | 1.2% | $68.0M |
| State or municipal government entities | 4 | $1,858,836,733 | 16.5% | $464.7M |
| Sovereign wealth funds and foreign official institutions | 4 | $2,228,042,670 | 19.8% | $557.0M |
| Corporations and other businesses | 1 | $1,077,954,670 | 9.6% | $1.08B |
| Other | 5 | $1,975,184,535 | 17.5% | $395.0M |
| Total | 26 | $11,270,331,692 | 100% | $433.5M |
- Clients
- 10
- Regulatory AUM
- $3,994,276,312
- Share
- 35.4%
- Avg. per client
- $399.4M
- Clients
- 2
- Regulatory AUM
- $136,036,772
- Share
- 1.2%
- Avg. per client
- $68.0M
- Clients
- 4
- Regulatory AUM
- $1,858,836,733
- Share
- 16.5%
- Avg. per client
- $464.7M
- Clients
- 4
- Regulatory AUM
- $2,228,042,670
- Share
- 19.8%
- Avg. per client
- $557.0M
- Clients
- 1
- Regulatory AUM
- $1,077,954,670
- Share
- 9.6%
- Avg. per client
- $1.08B
- Clients
- 5
- Regulatory AUM
- $1,975,184,535
- Share
- 17.5%
- Avg. per client
- $395.0M
Total
- Clients
- 26
- Regulatory AUM
- $11,270,331,692
- Share
- 100%
- Avg. per client
- $433.5M
What it does
Christofferson, Robb & provides portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets and performance-based fees.
Christofferson, Robb & advises 21 private funds.
90.4% of assets ($10.19B across 25 accounts) are managed with discretion; $1.08B across 1 account is not. 77% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Cash5%
- Other95%
- Credit-linked notes95%
Custodians
Christofferson, Robb &’s client accounts are held mainly at Northern Trust, with 5% of managed assets, and Butterfield Bank (channel Islands) Limited, with 5%. Christofferson, Robb & has custody of $7.65B for 20 clients.
- Northern TrustNorthern Trust Corporation · Chicago, IL · $585.7M5%
- J.P. MorganJpmorgan Chase · New York, NY · $535.2M5%
- Butterfield Bank (channel Islands) LimitedButterfield Bank (channel Islands) Limited · ST Peter Port · $553.5M5%
- Investec Bank (channel Islands) LimitedInvestec Bank (channel Islands) Limited · ST Peter Port · $463.9M4%
- All other custodians$9.13B81%
Ownership and leadership
Richard Robb owns 75% or more of Christofferson, Robb &, and Richard Robb is its CEO.
- Owns 75% or more of Christofferson, Robb & Company, LLC
Richard Robb
Control person · since June 2002
Leadership
- Richard RobbChief Executive Officer/Sole Member/Managing Member
- Raquel ThompsonChief Compliance Officer
- Vanessa MeronneeManagement Company CFO
- Dina TserlyukHead of Operations & Funds CFO
Staff
- 42 employees
- 6 in advisory functions
Fees
Christofferson, Robb & is paid through a percentage of assets under management and performance-based fees.
Christofferson, Robb &’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Christofferson, Robb & has 0 offices, with 1 listed address in 1 state.
New York · 1 listed address
- 680 Fifth Avenue, 11th Floor, New YorkHQ
Registration details
- Legal name
- Christofferson, Robb & Company, LLC
- Headquarters
- 680 Fifth Avenue, 11th Floor, New York, NY 10019-4107
- Phone
- 212-489-4350
- Website
- www.christoffersonrobb.com
- SEC file
- 801-61557
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Christofferson, Robb & have?
Christofferson, Robb & has 26 clients and manages $11.3 billion for them, as of June 2026. They include 10 pooled investment vehicles, 5 other clients and 4 state or municipal government entities.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 June 2026
What services does Christofferson, Robb & offer?
Christofferson, Robb & provides portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Christofferson, Robb & use?
Christofferson, Robb &’s separately managed account assets are held at Northern Trust Corporation (Chicago, IL), with $585,675,844, Butterfield Bank (channel Islands) Limited (ST Peter Port), with $553,522,191, Jpmorgan Chase (New York, NY), with $535,209,635 and Investec Bank (channel Islands) Limited (ST Peter Port), with $463,936,342. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 June 2026
How many financial advisors does Christofferson, Robb & have?
Christofferson, Robb & has 0 investment adviser representatives registered with state securities authorities, out of 42 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Christofferson, Robb & invest in?
At the end of its last fiscal year, Christofferson, Robb &’s separately managed accounts held 95% credit-linked notes and 5% cash and equivalents. It advises 21 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Christofferson, Robb &?
Christofferson, Robb &’s direct owner is Richard Robb (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 June 2026
How does Christofferson, Robb & get paid?
Christofferson, Robb & is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file