Robotti & Company Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $950M in regulatory assets under management, 18 employees, and 252 accounts.
Assets Under Management
$950M
Employees
18
Offices
--
Total Clients
252
Primary office
NEW YORK, NY
125 PARK AVENUE, SUITE 1607, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 76.2% of total clients.
Top client categories% of clientsClients
1
HNWI
76.2%
192
2
Individuals
13.1%
33
3
Pension Plans
6.0%
15
4
Pooled Investment Vehicles
2.0%
5
5
Charitable
2.0%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$950Mas of March 31, 2026
Discretionary100.0%
$950M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$950M
Total Accounts252
10Y AUM Change+$370M (+63.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee14:1
10Y Employee Change+2 (+12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.