Joseph Robillard
Joseph Robillard is a registered investment advisor at Deepwater Asset Management, LLC, based in Minneapolis, MN, with 21 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Deepwater Asset Management manages investments for pooled investment vehicles and private funds. The annual management fee ranges from 0.5% to 2.5% of the fund's or separate account's value. There is also an incentive fee or allocation calculated annually, equal to 15% to 20% of the net profits during the year, subject to a loss carryforward provision, or based on the outperformance above the S&P 500 Total Return Index for the relevant year. Fees are negotiable.
Location
21 N. Third St., #250, Minneapolis, MN, 55401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is a board member of RS11 Inc., a technology services company, since 2019. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Deepwater Asset Management, LLC
Previous Registrations
Deepwater Asset Management, LLC
Hhr Asset Management, LLC
Hintz, Holman & Robillard, INC.
Hintz, Holman & Hecksher, INC.
State Registrations1 state
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