RBO & CO, LLC
CRD #112172 SEC #801-60283 ST. HELENA, CA 707-963-1231
SEC Registered
Total AUM
$640.7M
Discretionary
$640.7M
Employees
8
Clients
--
Accounts
250
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $640.7M | $640.7M | $0 | 8 | 0 |
| Mar 2024 | $615.4M | $615.4M | $0 | 8 | 0 |
| Mar 2023 | $595.6M | $595.6M | $0 | 8 | 0 |
| Mar 2022 | $663.9M | $663.9M | $0 | 8 | 0 |
| Mar 2021 | $531.1M | $531.1M | $0 | 7 | 0 |
| Jun 2020 | $488M | $488M | $0 | 6 | 0 |
| Mar 2020 | $488M | $488M | $0 | 6 | 0 |
| Mar 2019 | $400.8M | $400.8M | $0 | 6 | 0 |
| Mar 2018 | $433.1M | $433.1M | $0 | 6 | 0 |
| Mar 2017 | $367.6M | $367.6M | $0 | 6 | 26 |
| Nov 2016 | $346.5M | $346.5M | $0 | 6 | 26 |
| Mar 2016 | $346.5M | $346.5M | $0 | 5 | 26 |
| May 2015 | $330.5M | $330.5M | $0 | 5 | 26 |
| Mar 2015 | $330.5M | $330.5M | $0 | 5 | 26 |
| Mar 2014 | $284M | $284M | $0 | 5 | 26 |
| Mar 2013 | $223.3M | $223.1M | $224.1K | 5 | 26 |
| Mar 2012 | $198M | $197.8M | $221.4K | 1 | 26 |
| Apr 2011 | $171.2M | $171M | $207.6K | 5 | -- |
| Feb 2007 | $236M | $236M | $0 | 5 | -- |
| Feb 2006 | $198.5M | $198.5M | $0 | 5 | -- |
| May 2005 | $194.3M | $194.3M | $0 | 5 | -- |
| Mar 2004 | $187.5M | $187.5M | $0 | 5 | -- |
| Mar 2002 | $151.5M | $151.5M | $0 | 5 | -- |
| Aug 2001 | $160.8M | $160.8M | $0 | 5 | -- |
| May 2001 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$640.7M
Discretionary$640.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$615.4M
Discretionary$615.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$595.6M
Discretionary$595.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$663.9M
Discretionary$663.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$531.1M
Discretionary$531.1M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$488M
Discretionary$488M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$488M
Discretionary$488M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$400.8M
Discretionary$400.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$433.1M
Discretionary$433.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2017
Total AUM$367.6M
Discretionary$367.6M
Non-Disc.$0
Employees6
Clients26
DateNov 2016
Total AUM$346.5M
Discretionary$346.5M
Non-Disc.$0
Employees6
Clients26
DateMar 2016
Total AUM$346.5M
Discretionary$346.5M
Non-Disc.$0
Employees5
Clients26
DateMay 2015
Total AUM$330.5M
Discretionary$330.5M
Non-Disc.$0
Employees5
Clients26
DateMar 2015
Total AUM$330.5M
Discretionary$330.5M
Non-Disc.$0
Employees5
Clients26
DateMar 2014
Total AUM$284M
Discretionary$284M
Non-Disc.$0
Employees5
Clients26
DateMar 2013
Total AUM$223.3M
Discretionary$223.1M
Non-Disc.$224.1K
Employees5
Clients26
DateMar 2012
Total AUM$198M
Discretionary$197.8M
Non-Disc.$221.4K
Employees1
Clients26
DateApr 2011
Total AUM$171.2M
Discretionary$171M
Non-Disc.$207.6K
Employees5
Clients--
DateFeb 2007
Total AUM$236M
Discretionary$236M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$198.5M
Discretionary$198.5M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$194.3M
Discretionary$194.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$187.5M
Discretionary$187.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$151.5M
Discretionary$151.5M
Non-Disc.$0
Employees5
Clients--
DateAug 2001
Total AUM$160.8M
Discretionary$160.8M
Non-Disc.$0
Employees5
Clients--
DateMay 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--