Services and clients
Christofferson, Robb & Company provides portfolio management for pooled vehicles and portfolio management for institutions.
The firm advises 21 private funds.
Clients
Christofferson, Robb & Company reports 26 clients. They include 10 pooled investment vehicles, 5 other clients and 4 state or municipal government entities.
- Pooled investment vehicles10 clients$3.99B in assets
- Charitable organizations2 clients$136.0M in assets
- State or municipal government entities4 clients$1.86B in assets
- Sovereign wealth funds and foreign official institutions4 clients$2.23B in assets
- Corporations and other businesses1 client$1.08B in assets
- Other client types5 clients$1.98B in assetsOther
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 10 | $3,994,276,312 | 35.4% | $399.4M |
| Charitable organizations | Fewer than 5 | $136,036,772 | 1.2% | $68.0M |
| State or municipal government entities | Fewer than 5 | $1,858,836,733 | 16.5% | $464.7M |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $2,228,042,670 | 19.8% | $557.0M |
| Corporations and other businesses | Fewer than 5 | $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% | — |
- Clients
- 10
- Regulatory AUM
- $3,994,276,312
- AUM share
- 35.4%
- Avg. per client
- $399.4M
- Clients
- Fewer than 5
- Regulatory AUM
- $136,036,772
- AUM share
- 1.2%
- Avg. per client
- $68.0M
- Clients
- Fewer than 5
- Regulatory AUM
- $1,858,836,733
- AUM share
- 16.5%
- Avg. per client
- $464.7M
- Clients
- Fewer than 5
- Regulatory AUM
- $2,228,042,670
- AUM share
- 19.8%
- Avg. per client
- $557.0M
- Clients
- Fewer than 5
- Regulatory AUM
- $1,077,954,670
- AUM share
- 9.6%
- Avg. per client
- $1.08B
- Clients
- 5
- Regulatory AUM
- $1,975,184,535
- AUM share
- 17.5%
- Avg. per client
- $395.0M
Total
- Clients
- 26
- Regulatory AUM
- $11,270,331,692
- AUM share
- 100%
- Avg. per client
- —
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.
Additional activity details
- Clients outside the U.S.
- 77%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 21
Fees and minimums
Christofferson, Robb & Company is paid through a percentage of assets under management and performance-based fees.
Brochure fee details have not yet been processed for this profile. Find its brochure on the SEC’s site.
Ownership and people
Richard Robb owns 75% or more of Christofferson, Robb & Company, and Richard Robb is its CEO.
- Owns 75% or more of Christofferson, Robb & Company, LLC
Richard Robb
Control person · since June 2002
Staff
- 42 employees
- 6 in advisory functions
Investments and reported holdings
What the accounts hold
- Cash5%
- Other95%
- Credit-linked notes95%
Custodians
Christofferson, Robb & Company’s named custodians for separately managed accounts include Northern Trust ($585,675,844), and Butterfield Bank (channel Islands) Limited ($553,522,191). Christofferson, Robb & Company has custody of $7.65B for 20 clients.
- Northern Trust CorporationChicago, IL
- $585,675,844
- Butterfield Bank (channel Islands) LimitedST Peter Port
- $553,522,191
- Jpmorgan ChaseNew York, NY
- $535,209,635
- Investec Bank (channel Islands) LimitedST Peter Port
- $463,936,342
Offices and registration details
Besides its headquarters, Christofferson, Robb & Company 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
- @christofferson-robb-&-company
- SEC file
- 801-61557
- Structure
- Delaware LLC
- Fiscal year end
- December
- State notice filings
- 0 jurisdictions
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 & Company have?
Christofferson, Robb & Company 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 & Company offer?
Christofferson, Robb & Company 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 & Company use?
Christofferson, Robb & Company’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 & Company have?
Christofferson, Robb & Company 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 & Company invest in?
At the end of its last fiscal year, Christofferson, Robb & Company’s separately managed accounts held 95% other and 5% cash and equivalents. The 95% other category is described as: Credit-Linked Notes. 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 & Company?
Christofferson, Robb & Company’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 & Company get paid?
Christofferson, Robb & Company 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