THE ROXBOROUGH GROUP, LLC
Legal name: THE ROXBOROUGH GROUP
CRD #310949 SEC #801-120086 SAN FRANCISCO, CA 415-728-0792
SEC Registered Private Funds
Total AUM
$626.9M
Discretionary
$626.9M
Employees
12
Clients
--
Accounts
5
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 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 |
|---|---|---|---|---|
| Baxter, Charles, Baker | I | TRUSTEE | NA | Control |
| Baxter, Charles, Baker | I | TRUSTEE | NA | Control |
| Baxter, Charles, Baker | I | TRUSTEE | NA | Control |
| Baxter, Charles, Baker | I | TRUSTEE | NA | Control |
| Baxter, Charles, Baker | I | TRUSTEE | NA | Control |
| Baxter, Charles, Baker | I | TRUSTEE OF THE PERRIN 2021 IRREVOCABLE TRUST DATED OCTOBER 18, 2021 | NA | |
| Ferensen, Chenxing, Zhu | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| Ferensen, Chenxing, Zhu | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| Ferensen, Chenxing, Zhu | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| Ferensen, Chenxing, Zhu | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| Ferensen, Chenxing, Zhu | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| Ferensen, Chenxing, Zhu | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| Ferensen, Chenxing, Zhu | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| Ferensen, Chenxing, Zhu | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| Ferensen, Chenxing, Zhu | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| Ferensen, Chenxing, Zhu | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| PERRIN, JOHN, MARC | I | FOUNDER AND MANAGING PARTNER, TRUSTEE OF THE 2007 PERRIN REVOCABLE TRUST | NA | Control |
| PERRIN, JOHN, MARC | I | FOUNDER AND MANAGING PARTNER | E | Control |
| PERRIN, JOHN, MARC | I | FOUNDER AND MANAGING PARTNER | E | Control |
| PERRIN, JOHN, MARC | I | FOUNDER AND MANAGING PARTNER | E | Control |
| PERRIN, JOHN, MARC | I | FOUNDER AND MANAGING PARTNER | E | Control |
| PERRIN, JOHN, MARC | I | FOUNDER AND MANAGING PARTNER | E | Control |
| PERRIN, JOHN, MARC | I | FOUNDER AND MANAGING PARTNER | E | Control |
| PERRIN, JOHN, MARC | I | FOUNDER AND MANAGING PARTNER | E | Control |
| PERRIN, JOHN, MARC | I | FOUNDER AND MANAGING PARTNER | E | Control |
| PERRIN, JOHN, MARC | I | FOUNDER AND MANAGING PARTNER | E | Control |
| PERRIN, JOHN, MARC | I | FOUNDER AND MANAGING PARTNER | E | Control |
| 2007 PERRIN REVOCABLE TRUST | DE | MEMBER | D | Control |
| THE PERRIN 2021 IRREVOCABLE TRUST | DE | MEMBER | B | |
| THE PERRIN 2021 IRREVOCABLE TRUST DATED OCTOBER 18 2021 | DE | MEMBER | B | |
| THE PERRIN 2021 IRREVOCABLE TRUST DATED OCTOBER 18 2021 | DE | MEMBER | B | |
| THE PERRIN 2021 IRREVOCABLE TRUST DATED OCTOBER 18 2021 | DE | MEMBER | B | |
| THE PERRIN 2021 IRREVOCABLE TRUST DATED OCTOBER 18 2021 | DE | MEMBER | B | |
| THE PERRIN 2021 IRREVOCABLE TRUST DATED OCTOBER 18 2021 | DE | MEMBER | B | |
| THE PERRIN 2021 IRREVOCABLE TRUST DATED OCTOBER 18 2021 | DE | MEMBER | B | |
| THE PERRIN 2021 IRREVOCABLE TRUST DATED OCTOBER 18 2021 | DE | MEMBER | B | |
| CALLAHAN, JOSHUA, DAVID | I | MEMBER | A | |
| Ferensen, Chenxing, Zhu | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | A | Control |
| MCCORMICK, MATTHEW, CHARLES | I | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| PERRIN, JOHN, MARC | I | THE PERRIN 2021 IRREVOCABLE TRUST | E |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (1)
CA
Address
ONE BUSH STREETSUITE 1450
SAN FRANCISCO, CA 94104
United States
Phone: 415-728-0792