Robotti & Company Advisors, Llc
- Regulatory AUM
- $950M
- Discretionary
- $950M
- Clients
- 252
- Avg AUM / client
- $3.8M
- Accounts
- 252
- Employees
- 18
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 33 | $21.3M | 2.24% |
| High net worth individuals | 192 | $338M | 35.6% |
| Pooled investment vehicles (non-investment companies) | 5 | $531M | 55.9% |
| Pension and profit sharing plans | 15 | $26.0M | 2.74% |
| Charitable organizations | 5 | $28.5M | 3.0% |
| Corporations and other businesses | 2 | $4.8M | 0.51% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $576M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| The Ravenswood Investment Company Lp | Hedge Fund | Delaware | $319M | 51 |
| Ravenswood Investments Iii Lp master | Hedge Fund | New York | $201M | 36 |
| Robotti Global Fund, Llc | Hedge Fund | New York | $33.5M | 34 |
| Jen Capital Partners, Llc | Hedge Fund | Delaware | $23.4M | 17 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robotti, Robert, Edward | President, Treasurer And Director Of Applicant | Jan 1983 (44y) | ≈ 37.5% – 75% via Robotti & Company, Incorporated | |
| Wasiak, Kenneth, Ronald | Director | Jul 2003 (23y) | Less than 5% | |
| Mevorah, Erwin, I | Chief Financial Officer And Secretary Of Applicant | Dec 2007 (19y) | Less than 5% | |
| Seklir, Nancy, Elizabeth | Director | Jun 2011 (15y) | Less than 5% | |
| Robotti, Suzanne, Benson | Director | Oct 2015 (11y) | Less than 5% | |
| Kelleher, Dennis, Michael | Chief Compliance Officer | Aug 2019 (7y) | Less than 5% | |
| Theo Laurentius Van Der Meer | Registered representative | Oct 2016 (10y) | ||
| Isaac David Senehi | Registered representative | Mar 2025 (1y) | ||
| David Andrew Kaiser | Registered representative | Aug 2025 (1y) | ||
| Spencer Earle Cibelli | Registered representative | Feb 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Robotti & Company, Incorporated | Sole Member Of Applicant | Jul 2003 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Robotti, Robert, Edward: 50% – 75% of Robotti & Company, Incorporated × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $576M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| The Ravenswood Investment Company Lp | Hedge Fund | $319M | $1.0M | 51 |
| Ravenswood Investments Iii Lp | Hedge Fund | $201M | $1.0M | 36 |
| Robotti Global Fund, Llc | Hedge Fund | $33.5M | $1.0M | 34 |
| Jen Capital Partners, Llc | Hedge Fund | $23.4M | $1.0M | 17 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.31 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • FEE FOR INVESTMENT ADVICE
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $332M (35% of AUM) Mar 2026
- Pershing $79.9M (8% of AUM) Mar 2026
- J.P. Morgan $2.2M (0% of AUM) Mar 2026
- Interactive Brokers $1.8M (0% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗