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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- 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 |
|---|---|---|---|---|
| Moreiro, Roberto, NMN | I | CCO | NA | Control |
| Moreiro, Roberto, NMN | I | CCO | NA | Control |
| Moreiro, Roberto, NMN | I | CCO | NA | Control |
| Moreiro, Roberto, NMN | I | CCO | NA | Control |
| Ross, Patricia, Ann | I | CHIEF COMPLIANCE OFFICER | NA | |
| Ross, Patricia, Ann | I | CHIEF COMPLIANCE OFFICER | NA | |
| Ross, Patricia, Ann | I | CHIEF COMPLIANCE OFFICER | NA | |
| Ross, Patricia, Ann | I | CHIEF COMPLIANCE OFFICER | NA | |
| Ross, Patricia, Ann | I | CHIEF COMPLIANCE OFFICER | NA | |
| Ross, Patricia, Ann | I | CHIEF COMPLIANCE OFFICER | NA | |
| Ross, Patricia, Ann | I | CHIEF COMPLIANCE OFFICER | NA | |
| Ross, Patricia, Ann | I | CHIEF COMPLIANCE OFFICER | NA | |
| Ross, Patricia, Ann | I | CHIEF COMPLIANCE OFFICER | NA | |
| Ross, Patricia, Ann | I | CHIEF COMPLIANCE OFFICER | NA | |
| Ross, Patricia, Ann | I | CHIEF COMPLIANCE OFFICER | NA | |
| Ross, Patricia, Ann | I | CHIEF COMPLIANCE OFFICER | NA | |
| Ross, Patricia, Ann | I | CHIEF COMPLIANCE OFFICER | NA | |
| Ross, Patricia, Ann | I | CHIEF COMPLIANCE OFFICER | NA | |
| Ross, Patricia, Ann | I | CHIEF COMPLIANCE OFFICER | NA | |
| Ross, Patricia, Ann | I | CHIEF COMPLIANCE OFFICER | NA | |
| DOUBLE C FAMILY | DE | OWNER | E | |
| DOUBLE C FAMILY | DE | OWNER | E | |
| DOUBLE C FAMILY | DE | OWNER | E | |
| DOUBLE C FAMILY | DE | OWNER | E | |
| DOUBLE C FAMILY | DE | OWNER | E | |
| DOUBLE C FAMILY | DE | OWNER | E | |
| DOUBLE C FAMILY | DE | OWNER | E | |
| DOUBLE C FAMILY | DE | OWNER | E | |
| DOUBLE C FAMILY | DE | OWNER | E | |
| DOUBLE C FAMILY | DE | OWNER | E | |
| DOUBLE C FAMILY | DE | OWNER | E | |
| DOUBLE C FAMILY | DE | OWNER | E | |
| DOUBLE C FAMILY | DE | OWNER | E | |
| DOUBLE C FAMILY | DE | OWNER | E | |
| DOUBLE C FAMILY | DE | OWNER | E | |
| DOUBLE C FAMILY | DE | OWNER | E | |
| DOUBLE C FAMILY | DE | OWNER | E | |
| DOUBLE C FAMILY | DE | OWNER | E | |
| DOUBLE C FAMILY | DE | OWNER | E | |
| DOUBLE C FAMILY | DE | OWNER | E | |
| JOAO, SONIA, CONSTANCE | I | OWNER | A | |
| JOAO, SONIA, CONSTANCE | I | OWNER | A | |
| JOAO, SONIA, CONSTANCE | I | OWNER | A | |
| JOAO, SONIA, CONSTANCE | I | OWNER | A | |
| JOAO, SONIA, CONSTANCE | I | OWNER | A | |
| JOAO, SONIA, CONSTANCE | I | OWNER | A | |
| JOAO, SONIA, CONSTANCE | I | OWNER | A | |
| JOAO, SONIA, CONSTANCE | I | OWNER | A | |
| JOAO, SONIA, CONSTANCE | I | OWNER | A | |
| JOAO, SONIA, CONSTANCE | I | OWNER | A | |
| JOAO, SONIA, CONSTANCE | I | OWNER | A | |
| JOAO, SONIA, CONSTANCE | I | OWNER | A | |
| JOAO, SONIA, CONSTANCE | I | OWNER | A | |
| JOAO, SONIA, CONSTANCE | I | OWNER | A | |
| JOAO, SONIA, CONSTANCE | I | OWNER | A | |
| JOAO, SONIA, CONSTANCE | I | OWNER | A | |
| JOAO, SONIA, CONSTANCE | I | OWNER | A | |
| JOAO, SONIA, CONSTANCE | I | OWNER | A | |
| JOAO, SONIA, CONSTANCE | I | OWNER | A | |
| JOAO, SONIA, CONSTANCE | I | OWNER | A | |
| ROBERTSON, CHASE, MICHAEL | I | MANAGING MEMBER | A | Control |
| ROBERTSON, CHASE, MICHAEL | I | MANAGING MEMBER | A | Control |
| ROBERTSON, CHASE, MICHAEL | I | MANAGING MEMBER | A | Control |
| ROBERTSON, CHASE, MICHAEL | I | MANAGING MEMBER | A | Control |
| ROBERTSON, CHASE, MICHAEL | I | MANAGING MEMBER | A | Control |
| ROBERTSON, CHASE, MICHAEL | I | MANAGING MEMBER | A | Control |
| ROBERTSON, CHASE, MICHAEL | I | MANAGING MEMBER | A | Control |
| ROBERTSON, CHASE, MICHAEL | I | MANAGING MEMBER | A | Control |
| ROBERTSON, CHASE, MICHAEL | I | MANAGING MEMBER | A | Control |
| ROBERTSON, CHASE, MICHAEL | I | MANAGING MEMBER | A | Control |
| ROBERTSON, CHASE, MICHAEL | I | MANAGING MEMBER | A | Control |
| ROBERTSON, CHASE, MICHAEL | I | MANAGING MEMBER | A | Control |
| ROBERTSON, CHASE, MICHAEL | I | MANAGING MEMBER | A | Control |
| ROBERTSON, CHASE, MICHAEL | I | MANAGING MEMBER | A | Control |
| ROBERTSON, CHASE, MICHAEL | I | MANAGING MEMBER | A | Control |
| ROBERTSON, CHASE, MICHAEL | I | MANAGING MEMBER | A | Control |
| ROBERTSON, CHASE, MICHAEL | I | MANAGING MEMBER | A | Control |
| ROBERTSON, CHASE, MICHAEL | I | MANAGING MEMBER | A | Control |
| ROBERTSON, CHASE, MICHAEL | I | MANAGING MEMBER | A | Control |
| ROBERTSON, CHASE, MICHAEL | I | MANAGING MEMBER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ROBERTSON, CHASE, MICHAEL | I | DOUBLE C FAMILY | D | Control |
| Robertson, Cole, Alexander | I | DOUBLE C FAMILY | D | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (5)
CA CO LA NY TX
Address
919 MILAM STSUITE 500
HOUSTON, TX 77002
United States
Phone: 713-622-4077