ROBERTSON INVESTMENT MANAGEMENT
CRD #115425 SEC #801-120446 HOUSTON, TX 713-622-4077
SEC Registered
Total AUM
$273.1M
Discretionary
$273.1M
Employees
8
Clients
10
Accounts
779
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $273.1M | $273.1M | $0 | 8 | 5 |
| Mar 2025 | $273.1M | $273.1M | $0 | 8 | 5 |
| Nov 2024 | $434.4M | $243.4M | $191.1M | 16 | 5 |
| Nov 2024 | $434.4M | $243.4M | $191.1M | 16 | 5 |
| Mar 2024 | $434.4M | $243.4M | $191.1M | 16 | 5 |
| Feb 2024 | $312.1M | $146.5M | $165.5M | 16 | 3 |
| Oct 2023 | $312.1M | $146.5M | $165.5M | 16 | 3 |
| Mar 2023 | $312.1M | $146.5M | $165.5M | 16 | 3 |
| May 2022 | $163.4M | $163.4M | $0 | 16 | 3 |
| May 2022 | $163.4M | $163.4M | $0 | 16 | 3 |
| Oct 2021 | $128.8M | $128.8M | $0 | 11 | 0 |
| May 2021 | $128.8M | $128.8M | $0 | 11 | 0 |
| Apr 2021 | $128.8M | $128.8M | $0 | 11 | 0 |
| Apr 2021 | $128.8M | $128.8M | $0 | 11 | 0 |
| Apr 2021 | $123.4M | $123.4M | $0 | 13 | 0 |
| Mar 2021 | $123.4M | $123.4M | $0 | 13 | 0 |
| Mar 2021 | $123.4M | $123.4M | $0 | 13 | 0 |
| Feb 2021 | $123.4M | $123.4M | $0 | 13 | 0 |
DateMar 2025
Total AUM$273.1M
Discretionary$273.1M
Non-Disc.$0
Employees8
Clients5
DateMar 2025
Total AUM$273.1M
Discretionary$273.1M
Non-Disc.$0
Employees8
Clients5
DateNov 2024
Total AUM$434.4M
Discretionary$243.4M
Non-Disc.$191.1M
Employees16
Clients5
DateNov 2024
Total AUM$434.4M
Discretionary$243.4M
Non-Disc.$191.1M
Employees16
Clients5
DateMar 2024
Total AUM$434.4M
Discretionary$243.4M
Non-Disc.$191.1M
Employees16
Clients5
DateFeb 2024
Total AUM$312.1M
Discretionary$146.5M
Non-Disc.$165.5M
Employees16
Clients3
DateOct 2023
Total AUM$312.1M
Discretionary$146.5M
Non-Disc.$165.5M
Employees16
Clients3
DateMar 2023
Total AUM$312.1M
Discretionary$146.5M
Non-Disc.$165.5M
Employees16
Clients3
DateMay 2022
Total AUM$163.4M
Discretionary$163.4M
Non-Disc.$0
Employees16
Clients3
DateMay 2022
Total AUM$163.4M
Discretionary$163.4M
Non-Disc.$0
Employees16
Clients3
DateOct 2021
Total AUM$128.8M
Discretionary$128.8M
Non-Disc.$0
Employees11
Clients0
DateMay 2021
Total AUM$128.8M
Discretionary$128.8M
Non-Disc.$0
Employees11
Clients0
DateApr 2021
Total AUM$128.8M
Discretionary$128.8M
Non-Disc.$0
Employees11
Clients0
DateApr 2021
Total AUM$128.8M
Discretionary$128.8M
Non-Disc.$0
Employees11
Clients0
DateApr 2021
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees13
Clients0
DateMar 2021
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees13
Clients0
DateMar 2021
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees13
Clients0
DateFeb 2021
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees13
Clients0