DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Robinson Capital Management, LLC
Latest filing Jul 24, 2026
First filing on the tape Nov 13, 2012 · 34 filings
SEC status approved since Nov 23, 2012
RAUM
$1.5B
reported, Item 5.F
Discretionary
69%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$1.5B
derived; firm RAUM over IAPD count
Employees
10
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
34 filings and snapshots on the tape
RAUM$1.5B as of Jul 24, 2026
Jan 31, 2013$1.1B then
HNW client RAUM$0 as of Jul 24, 2026
Mar 24, 2020$0 then
State-registered IARs (5.B.3)0 as of Jul 24, 2026
Jan 31, 20134 then
Employees (5.A)10 as of Jul 24, 2026
Jan 31, 20135 then
Private funds3 as of Mar 23, 2015
Jan 31, 20132 then
RAUM +8.1% over the last fiscal year+9.3% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 24, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $1.5BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $19.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 69%derivedof RAUM
- Institutional
- 79%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 10.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +8.1%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for investment companies, publicationsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- State and municipal entities$1.2B79%
- Investment companies$251M16%
- Corporations and businesses$64.8M4.2%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 80reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=0.16 institutional_share=0.79 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| James Christopher Robinson | Grosse Pointe Farms, Mi | Jan 1, 2026 | 32 y | 2 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Richelle Annette Durkin to Ljpr Financial AdvisorsMar 4, 2016 · Other
- Benjamin Wolcott Upward to SynchronicitySep 29, 2015 · Other
Joined, latest
- James Christopher Robinson from Beacon Asset Management, LLCJan 1, 2026 · Other
- Richelle Annette Durkin from Telemus Investment Management, LLCJan 9, 2013 · Other
Private funds
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Robinson Income And Principal Preservation Fund I, LPno longer reported | Hedge Fund | $43.1M | 59 | Mar 29, 2012 |
| Robinson Growth And Income Fund I, LPno longer reported | Hedge Fund | $32.3M | 61 | Mar 29, 2012 |
| Robinson Reo, LLCno longer reported | Real Estate Fund | $1.0M | 2 | Mar 11, 2014 |
Owners and control persons
Schedule A and B, latest filing
- Adam Gregory Prost · Cio-Traditional Fixed Incomecontrolsince 10/2014 · owns less than 5%
- Christopher James Robinson · Ceo, Coo & Ccocontrolsince 11/2012 · owns less than 5%
- Christopher James Robinson · Ownercontrolsince 01/2019 · owns 75% or more of Robinson Capital Holding Company
Entity owners
- Robinson Capital Holding Company · Robinson Capital Holding Companydirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 61 to 80Jan 22, 2025 to Feb 20, 2026
- Discretionary RAUM · $1.2B to $1.1BJan 22, 2025 to Feb 20, 2026
- Non-discretionary RAUM · $258M to $473MJan 22, 2025 to Feb 20, 2026
- RAUM · $1.4B to $1.5BJan 22, 2025 to Feb 20, 2026
- Accounts · 53 to 61Apr 30, 2024 to Jan 22, 2025
- Financial planning clients · 0 to 0Apr 30, 2024 to Jan 22, 2025
- Discretionary RAUM · $1.0B to $1.2BApr 30, 2024 to Jan 22, 2025
- Non-discretionary RAUM · $202M to $258MApr 30, 2024 to Jan 22, 2025
- RAUM · $1.2B to $1.4BApr 30, 2024 to Jan 22, 2025
- Accounts · 48 to 53Feb 17, 2023 to Feb 15, 2024
- Advisory employees · 5 to 7Feb 17, 2023 to Feb 15, 2024
- Employees · 7 to 10Feb 17, 2023 to Feb 15, 2024
- Discretionary RAUM · $990M to $1.0BFeb 17, 2023 to Feb 15, 2024
- Non-discretionary RAUM · $189M to $202MFeb 17, 2023 to Feb 15, 2024
- RAUM · $1.2B to $1.2BFeb 17, 2023 to Feb 15, 2024
- Accounts · 38 to 48Jun 16, 2022 to Feb 17, 2023
- Advisory employees · 7 to 5Jun 16, 2022 to Feb 17, 2023
- BD registered reps · 1 to 0Jun 16, 2022 to Feb 17, 2023
- Corporate clients · 0 to 2Jun 16, 2022 to Feb 17, 2023
- Pooled vehicle clients · 0.0 to unsetJun 16, 2022 to Feb 17, 2023
- Employees · 9 to 7Jun 16, 2022 to Feb 17, 2023
- State-registered IARs · 1 to 0Jun 16, 2022 to Feb 17, 2023
- Discretionary RAUM · $768M to $990MJun 16, 2022 to Feb 17, 2023
- Non-discretionary RAUM · $78.6M to $189MJun 16, 2022 to Feb 17, 2023
- RAUM · $846M to $1.2BJun 16, 2022 to Feb 17, 2023
- Accounts · 26 to 38Jun 28, 2021 to Mar 24, 2022
- BD registered reps · 0 to 1Jun 28, 2021 to Mar 24, 2022
- Employees · 10 to 9Jun 28, 2021 to Mar 24, 2022
- State-registered IARs · 0 to 1Jun 28, 2021 to Mar 24, 2022
- Discretionary RAUM · $599M to $768MJun 28, 2021 to Mar 24, 2022
- Non-discretionary RAUM · $73.0M to $78.6MJun 28, 2021 to Mar 24, 2022
- RAUM · $672M to $846MJun 28, 2021 to Mar 24, 2022
- Accounts · 21 to 26Jun 19, 2020 to Mar 24, 2021
- Discretionary RAUM · $675M to $599MJun 19, 2020 to Mar 24, 2021
- Non-discretionary RAUM · $65.8M to $73.0MJun 19, 2020 to Mar 24, 2021
- RAUM · $741M to $672MJun 19, 2020 to Mar 24, 2021
- Accounts · 16 to 21Mar 25, 2019 to Mar 24, 2020
- Advisory employees · 5 to 7Mar 25, 2019 to Mar 24, 2020
- Pension plan clients · unset to 0.0Mar 25, 2019 to Mar 24, 2020
- Employees · 7 to 10Mar 25, 2019 to Mar 24, 2020
Signals
4 dated events
- Robinson Capital Management, Llc reported RAUM $1.2B, up 39% from $846.1M (2022-06-16 to 2023-02-17)Feb 17, 2023 · RAUM change · derived
- John Charles Thomas (Coo & Cco) no longer on Schedule A of Robinson Capital Management, Llc (listed 2022-03-24, absent 2022-06-16)Jun 16, 2022 · Control person left · inference
- Robinson Capital Management, Llc reported RAUM $846.1M, up 26% from $672.4M (2021-06-28 to 2022-03-24)Mar 24, 2022 · RAUM change · derived
- Robinson Capital Management, Llc filed its initial SEC registration (Form ADV)Nov 13, 2012 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/robinson-capital-management/about/?viewreportedpublic record, Form ADV, Sep 18, 2026
- Website
- robinsonbankratings.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 313-821-7000reportedpublic record, Form ADV, Jul 24, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Institutional managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $1.5Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Robinson Capital Management, LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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