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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-17-2001
- Office Locations
- 1
Office Locations
About RBO & CO, LLC
RBO & Co. is an independent investment manager serving individuals, family offices, and institutions. The firm builds concentrated 20-30 stock portfolios of publicly traded companies it views as competitively advantaged, well led, and materially undervalued, guided by long-horizon fundamental research including on-site management visits. Global exposure comes through businesses with international operations; custody is through Pershing.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOHN MASON OLIVER
Managing Member, Partner, PORTFOLIO MANAGER
- CRD
- --
- Ownership
- 75% or more
DOMINIC MAXIMILIAN HEIL
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $654,800,354 | $2,528,187 |
| Non-Discretionary | $0 | -- |
| Total | $654,800,354 | $2,528,187 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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