James Robertson is a registered investment advisor at Robertson Opportunity Capital, LLC, based in Addison, TX, with 23 years of industry experience. James 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
4300 Westgrove Drive, 2nd Floor, Addison, TX, 75001-3247
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Robertson Opportunity Capital, LLC
Previous Registrations
Robertson Opportunity Capital, LLC
State Registrations1 state
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