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Data / Investment advisers / New York / Christofferson, Robb & Company

Christofferson, Robb & Company, New York, NY: $11.3 billion AUM, SEC registered investment adviser

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

Christofferson, Robb & Company is an SEC registered investment adviser with its main office in New York, New York and reports $11.3 billion in regulatory assets under management in its Form ADV filed June 22, 2026. Its clients include pooled investment vehicles, sovereign wealth funds and foreign official institutions and state and municipal governments. It is paid through a percentage of assets under management and performance based fees. It advises 21 private funds.

The request: Watch Christofferson, Robb & Company (CRD number 121299): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

Registration
SEC registered investment adviser
CRD number
121299
SEC file number
801-61557
SEC status
Approved, effective October 29, 2002
Legal name
Christofferson, Robb & Company, LLC
Main office
680 Fifth Avenue 11th Floor, New York, NY 10019
Phone
(212) 489-4350
Regulatory AUM
$11,270,331,692 in the Form ADV filed June 22, 2026
Discretionary AUM
$10,192,377,022
Non discretionary AUM
$1,077,954,670
Accounts
26
Employees
42, of which 6 give investment advice
Form of organization
Limited Liability Company
Paid through
a percentage of assets under management, performance based fees
Private funds
21: 21 hedge funds
Gross assets of private funds
$9,171,209,311
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
June 22, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
Pooled investment vehicles10$3.99 billion
Sovereign wealth funds and foreign official institutions4$2.23 billion
State or municipal government entities4$1.86 billion
Corporations or other businesses1$1.08 billion
Charitable organizations2$136 million

AUM in the SEC's monthly files

Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.

First in the file ofAUMForm ADV filed
May 1, 2026$11.27 billionApril 22, 2026
April 1, 2026$11.29 billionMarch 31, 2026
December 1, 2025$7.91 billionMarch 31, 2025

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Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.