RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
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)

NameTypeTitle / StatusOwnershipControl
ROBERTS, MICHAEL, THOMASIMANAGING MEMBER, CCOE Control
ROBERTS, MICHAEL, THOMASIMANAGING MEMBER, CCOE Control
ROBERTS, MICHAEL, THOMASIMANAGING MEMBER, CCOE Control
ROBERTS, MICHAEL, THOMASIMANAGING MEMBER, CCOE Control
ROBERTS, MICHAEL, THOMASIMANAGING MEMBER, CCOE Control
ROBERTS, MICHAEL, THOMASIMANAGING MEMBER, CCOE Control
ROBERTS, MICHAEL, THOMASIMANAGING MEMBER, CCOE Control
ROBERTS, MICHAEL, THOMASIMANAGING MEMBER, CCOE Control
ROBERTS, MICHAEL, THOMASIMANAGING MEMBER, CCOE Control
ROBERTS, MICHAEL, THOMASIMANAGING MEMBER, CCOE Control
ROBERTS, MICHAEL, THOMASIMANAGING MEMBER, CCOE Control
ROBERTS, MICHAEL, THOMASIMANAGING MEMBER, CCOE Control

Registrations

Federal

ERA
Mar 31, 2025 REGISTERED

Notice Filings (1)

NY

Address

1445 S PEARL STREET
FLOOR 2
DENVER, CO 80210
United States
Phone: 212.731.4153