Facts and Insights
Founded in 2002, ROBUR CAPITAL, L.P. is a leading financial advisory firm that specializes in helping clients achieve their financial goals. With a team of experienced professionals and a strong track record of success, the firm is dedicated to delivering personalized financial solutions to individuals, families, and businesses.
Assets Under Management, Number of Advisors and Time in Business:
As of December 2019, ROBUR CAPITAL, L.P. had approximately $2.5 billion in assets under management, with a team of 15 advisors. The firm has been in business for more than 18 years, establishing a strong reputation for its comprehensive financial services and expertise.
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2002 | $2.5 billion | 15 |
Financial Services Offered
ROBUR CAPITAL, L.P. offers a wide range of financial services to help clients achieve their financial objectives. These services include investment management, retirement planning, estate planning, tax planning, and risk management. The firm also provides guidance on college savings, insurance, and corporate benefits.
Client Types
The firm caters to a diverse range of clients, including high-net-worth individuals, families, and businesses. ROBUR CAPITAL, L.P. takes a personalized approach to understand the unique financial goals and needs of each client to tailor a comprehensive and customized financial plan.
Fees & Compensation
ROBUR CAPITAL, L.P. is a fee-based firm, which means the majority of its revenue comes from advisory fees paid by clients based on a percentage of their assets under management. This fee structure aligns the interests of the firm with those of the clients and ensures transparency in financial recommendations.
Background
The team at ROBUR CAPITAL, L.P. brings a wealth of experience and expertise in the financial industry. The firm’s advisors have a strong educational background and hold various professional designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This expertise allows them to provide clients with the highest level of financial advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, ROBUR CAPITAL, L.P. is held to a fiduciary standard, which requires them to act in the best interests of their clients at all times. This means that the firm must disclose any potential conflicts of interest and put the client’s needs first.