ROBERTS CAPITAL ADVISORS, LLC
CRD #226548 SEC #802-119119 DENVER, CO 212.731.4153
State Registered Exempt Reporting Private Funds
Total AUM
$58M
Discretionary
$58M
Employees
4
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $58M | $58M | $0 | 4 | 0 |
| Mar 2018 | $49.2M | $49.2M | $0 | 3 | 0 |
| Apr 2017 | $40M | $40M | $0 | 3 | 1 |
| Mar 2016 | $32M | $32M | $0 | 3 | 1 |
| Apr 2015 | $25M | $25M | $0 | 1 | 1 |
DateMar 2019
Total AUM$58M
Discretionary$58M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$49.2M
Discretionary$49.2M
Non-Disc.$0
Employees3
Clients0
DateApr 2017
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees3
Clients1
DateMar 2016
Total AUM$32M
Discretionary$32M
Non-Disc.$0
Employees3
Clients1
DateApr 2015
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees1
Clients1