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CHRISTOFFERSON, ROBB & COMPANY

Legal name: CHRISTOFFERSON, ROBB & COMPANY, LLC

CRD 121299File 801-61557
APPROVED
Custody
Filing as of Jun 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$11.27B
Top 10% of cohort (national)
Discretionary AUM
$10.19B
Non-discretionary $1.08B
Clients
21
26 accounts
Employees
42
Top 25% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Oct 29, 2002
Principal office
680 FIFTH AVENUE, 11TH FLOOR, NEW YORK, NY, 10019-4107
Phone
212-489-4350

Assets & accounts

ADV Item 5F
Total regulatory AUM
$11.27B
Discretionary AUM
$10.19B
Non-discretionary AUM
$1.08B
Discretionary accounts
25
Non-discretionary accounts
1
Total accounts
26
AUM per client
$536.7M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$1.08B
Non-U.S. personsFewer than 5$2.23B
Charitable organizationsFewer than 5$136.0M
Pooled investment vehicles10$3.99B
State or municipal government entitiesFewer than 5$1.86B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 17, 2026Clients2621
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.