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THE ROXBOROUGH GROUP, LLC, CRD 310949
SAN FRANCISCO, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| ROXBOROUGH FUND III, L.P. | Real Estate Fund | $464M | May 1, 2024 | 25 | Dec 3, 2020 | reported | 021-373282 |
| ROXBOROUGH FUND II, L.P. | Real Estate Fund | $151M | May 1, 2024 | 6 | Mar 26, 2021 | reported | 021-292313 |
| ROX II MED CENTER, L.P. | Real Estate Fund | $14.7M | May 1, 2024 | 2 | Mar 26, 2021 | reported | n/a |
| ROX II GATEWAY, LLC | Real Estate Fund | $13.6M | May 1, 2024 | 2 | Mar 26, 2021 | reported | n/a |
| ROXBOROUGH FUND I, L.P. | Real Estate Fund | $5.4M | Mar 26, 2021 | 2 | Mar 26, 2021 | dropped | 021-233007 |
| ROXBOROUGH SPONSOR FUND I, L.P. | Real Estate Fund | $5.4M | Mar 26, 2021 | 2 | Mar 26, 2021 | dropped | 021-233008 |
| ROXBOROUGH FUND III ASSOCIATES, LLC | Real Estate Fund | $2.3M | May 1, 2024 | 6 | Mar 27, 2024 | reported | 021-405862 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Baxter, Charles, Baker | Trustee | Na | yes | 10/2021 | Sep 20, 2022 | May 1, 2024 |
| Ferensen, Chenxing, Zhu | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | Na | yes | 10/2017 | Dec 3, 2020 | May 1, 2024 |
| PERRIN, JOHN, MARC | FOUNDER AND MANAGING PARTNER | E | yes | 03/2013 | Dec 3, 2020 | May 1, 2024 |
| THE PERRIN 2021 IRREVOCABLE TRUST DATED OCTOBER 18 2021 | Member | B | no | 10/2021 | Jul 15, 2022 | May 1, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ROXBOROUGH FUND II GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| ROXBOROUGH FUND III GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 26, 2026 | $636M | $636M | 15 | 12 | 0 | 5 | n/a |
| 2024 | Mar 28, 2025 | $627M | $627M | 12 | 10 | 0 | 5 | n/a |
| 2023 | Mar 27, 2024 | $645M | $645M | 10 | 9 | 0 | 5 | $645M |
| 2022 | Mar 24, 2023 | $707M | $707M | 11 | 10 | 0 | 4 | $707M |
| 2021 | Mar 29, 2022 | $751M | $751M | 11 | 10 | 0 | 4 | $252M |
| 2020 | Mar 26, 2021 | $339M | $339M | 8 | 7 | 0 | 6 | $178M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $636M | $627M | 1.5% | $707M | -3.4% | 15 | 12 | 0 | 0 |