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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HEIL, DOMINIC, MAXIMILIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEIL, DOMINIC, MAXIMILIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEIL, DOMINIC, MAXIMILIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEIL, DOMINIC, MAXIMILIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEIL, DOMINIC, MAXIMILIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEIL, DOMINIC, MAXIMILIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEIL, DOMINIC, MAXIMILIAN | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HEIL, DOMINIC, MAXIMILIAN | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HEIL, DOMINIC, MAXIMILIAN | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| HEIL, DOMINIC, MAXIMILIAN | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| HEIL, DOMINIC, MAXIMILIAN | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| OLIVER, JOHN, MASON | I | PRESIDENT | NA | Control |
| OLIVER, JOHN, MASON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBISON, VIVIAN, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBISON, VIVIAN, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROBISON, VIVIAN, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBISON, VIVIAN, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBISON, VIVIAN, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBISON, VIVIAN, LEE | I | DIRECTOR OF OPERATIONS | NA | Control |
| ROBISON, VIVIAN, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBISON, VIVIAN, LEE | I | DIRECTOR OF OPERATIONS | NA | Control |
| ROBISON, VIVIAN, LEE | I | DIRECTOR OF OPERATIONS | NA | Control |
| ROBISON, VIVIAN, LEE | I | DIRECTOR OF OPERATIONS | NA | Control |
| ROBISON, VIVIAN, LEE | I | DIRECTOR OF OPERATIONS | NA | Control |
| ROBISON, VIVIAN, LEE | I | DIRECTOR OF OPERATIONS | NA | Control |
| ROBISON, VIVIAN, LEE | I | DIRECTOR OF OPERATIONS | NA | Control |
| ROBISON, VIVIAN, LEE | I | DIRECTOR OF OPERATIONS | NA | Control |
| ROBISON, VIVIAN, LEE | I | DIRECTOR OF OPERATIONS | NA | Control |
| ROBISON, VIVIAN, LEE | I | DIRECTOR OF OPERATIONS | NA | Control |
| ROBISON, VIVIAN, LEE | I | DIRECTOR OF OPERATIONS | NA | Control |
| TARKENTON, JAMES, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OLIVER, JOHN, MASON | I | MANAGING MEMBER | E | Control |
| OLIVER, JOHN, MASON | I | MANAGING MEMBER | E | Control |
| OLIVER, JOHN, MASON | I | MANAGING MEMBER | E | Control |
| OLIVER, JOHN, MASON | I | MANAGING MEMBER | E | Control |
| OLIVER, JOHN, MASON | I | MANAGING MEMBER | E | Control |
| OLIVER, JOHN, MASON | I | MANAGING MEMBER | E | Control |
| OLIVER, JOHN, MASON | I | MANAGING PARTNER | E | Control |
| OLIVER, JOHN, MASON | I | MANAGING MEMBER | E | Control |
| OLIVER, JOHN, MASON | I | MANAGING MEMBER | E | Control |
| OLIVER, JOHN, MASON | I | MANAGING MEMBER | E | Control |
| OLIVER, JOHN, MASON | I | MANAGING MEMBER | E | Control |
| OLIVER, JOHN, MASON | I | MANAGING MEMBER | E | Control |
| OLIVER, JOHN, MASON | I | MANAGING MEMBER | E | Control |
| OLIVER, JOHN, MASON | I | MANAGING MEMBER | E | Control |
| OLIVER, JOHN, MASON | I | MANAGING MEMBER / MANAGING PARTNER | E | Control |
| OLIVER, JOHN, MASON | I | MANAGING MEMBER / MANAGING PARTNER | E | Control |
| OLIVER, JOHN, MASON | I | MANAGING MEMBER & PORTFOLIO MANAGER | E | Control |
| OLIVER, JOHN, MASON | I | MANAGING MEMBER & PORTFOLIO MANAGER | E | Control |
| OLIVER, JOHN, MASON | I | MANAGING MEMBER & PORTFOLIO MANAGER | E | Control |
| OLIVER, MARIE, MASON | I | DIRECT OWNER | E | Control |
| OLIVER, REGINALD, BACK | I | PRESIDENT | E | Control |
| OLIVER, REGINALD, BACK | I | PRESIDENT | E | Control |
| OLIVER, REGINALD, BACK | I | PRESIDENT | E | Control |
| OLIVER, REGINALD, BACK | I | PRESIDENT | E | Control |
| OLIVER, REGINALD, BACK | I | PRESIDENT | E | Control |
| BRENNAN, PATRICK, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| TARKENTON, JAMES, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (2)
CA NE
Address
1478 RAILROAD AVENUE SUITE 1ST. HELENA, CA 94574-1145
United States
Phone: 707-963-1231