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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-07-2011
- Office Locations
- 2
Office Locations
About Robertson Investment Management
Robertson Investment Management is a Houston-based investment manager and family office serving families, entrepreneurs, executives, and select institutions. Since 1976 it has delivered bespoke wealth structuring and multi-family office support (governance, succession, rising-generation education) plus conflict-free advice on M&A, private equity, valuation, and debt structuring. Portfolios span public and private markets, including alternatives and real assets, with Schwab as a key custodian.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
SONIA CONSTANCE JOAO
Owner, Senior Partner
- CRD
- #4852666
- Ownership
- 5% but less than 10%
CHASE MICHAEL ROBERTSON
Managing Member
- CRD
- #5404845
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
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Daniel Pierre DeBarros
--
- CRD
- #6789015
ROBERT WILLIAM KASTEN
Senior Vice President
- CRD
- #1009160
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $343,053,474 | $406,461 |
| Non-Discretionary | $191,067,076 | $639,020 |
| Total | $534,120,550 | $467,297 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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