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Robert Rikoon

24 Years of Experience
Santa Fe, NM

Robert Rikoon is a registered investment advisor at Rikoon Capital Partners, LLC, based in Santa Fe, NM, with 24 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2219 Old Arroyo Chamiso, Santa Fe, NM, 87505

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Robert provides private fiduciary services, participates in real estate projects and private lending, and engages in art-related business. Each of these activities takes about 10-20% of Robert's time.

Employment History
Current Registrations
Rikoon Capital Partners, LLC
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
The Rikoon Group, LLC
January 2019 - February 2021 · 2 yrs 1 mo
The Rikoon Group, LLC
June 2004 - December 2018 · 14 yrs 6 mos
Carret and Company, LLC.
August 2001 - June 2004 · 2 yrs 10 mos
State Registrations1 state
NM
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.