Jonathan Richards
Jonathan Richards is a registered investment advisor at Robertson Opportunity Capital, LLC, based in Dallas, TX, with 36 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 2 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Robertson Opportunity Capital Partners, L.P. (ROCP) receives a quarterly management fee of approximately 0.25% of each investor's capital account balance. Robertson Opportunity Capital Partners II, L.P. receives a performance-based profit allocation equal to 20% of the funds’ net profits. Investors who do not meet the “qualified client” definition are charged a supplemental quarterly management fee of approximately 0.375% in addition to the standard management fee, for an aggregate quarterly management fee of approximately 0.625%.
Location
8117 Preston Road, Suite 675, Dallas, TX, 75225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Robertson Opportunity Capital, LLC
Previous Registrations
Gar Wood Securities, LLCBroker
Commerce Street Capital, LLCBroker
Edi Financial, INC.Broker
Double Horn Genpar, INC.
Double Horn Fund Management
Burch Capital Management, INC.Broker
RBC Dain Rauscher INC.Broker
Wessels, Arnold & Henderson, L.L.C.Broker
Burch Capital Management, INC.Broker
Alex. Brown & Sons IncorporatedBroker
William O'neil & Company, IncorporatedBroker
William K. Woodruff & Company IncorporatedBroker
Weber, Hall, Sale & AssociatesBroker
State Registrations1 state
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